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 | $103,662 | $91,538+13.2% | $129,995-20.3% | $75,163+37.9% |
| Participation rate | 91.8% | 71.4%+20.4pp | 78.5%+13.4pp | 67.2%+24.6pp |
| Annual return | 10.21% | -631.11%+641.3pp | -137.18%+147.4pp | 160.62%-150.4pp |
| Employer contribution / active EE | $6,122 | $2,845+115.2% | $4,320+41.7% | $2,670+129.3% |
| Participant deferral / active EE | $9,206 | $4,341+112.1% | $5,820+58.2% | $4,125+123.2% |
| Admin fee / account holder | $9,939 | $6,790+46.4% | $10,614-6.4% | $5,651+75.9% |