See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,850 | $98,750-30.3% | $149,696-54.0% | $79,858-13.8% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.5%-1.9pp | 69.6%+10.9pp |
| Annual return | 12.31% | 27.43%-15.1pp | 276.60%-264.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $10,006 | $3,216+211.1% | $4,644+115.5% | $2,471+305.0% |
| Participant deferral / active EE | $5,789 | $5,680+1.9% | $6,842-15.4% | $3,740+54.8% |
| Admin fee / account holder | $3,909 | $6,053-35.4% | $9,309-58.0% | $5,306-26.3% |