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 | $99,372 | $76,407+30.1% | $150,298-33.9% | $82,448+20.5% |
| Participation rate | 97.9% | 66.4%+31.5pp | 77.8%+20.2pp | 68.1%+29.8pp |
| Annual return | 10.88% | 39.99%-29.1pp | 62.79%-51.9pp | 41.64%-30.8pp |
| Employer contribution / active EE | $7,855 | $2,614+200.5% | $4,154+89.1% | $2,551+207.9% |
| Participant deferral / active EE | $5,357 | $3,214+66.7% | $5,453-1.7% | $4,139+29.4% |
| Admin fee / account holder | $550 | $6,352-91.3% | $14,116-96.1% | $7,234-92.4% |