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 | $87,988 | $105,181-16.3% | $159,436-44.8% | $85,850+2.5% |
| Participation rate | 85.0% | 75.8%+9.2pp | 82.8%+2.2pp | 69.3%+15.7pp |
| Annual return | 11.40% | 45.07%-33.7pp | 263.57%-252.2pp | 318.53%-307.1pp |
| Employer contribution / active EE | $2,214 | $3,318-33.3% | $4,829-54.2% | $2,565-13.7% |
| Participant deferral / active EE | $5,326 | $5,945-10.4% | $7,352-27.6% | $3,952+34.8% |
| Admin fee / account holder | $3,810 | $6,933-45.1% | $10,799-64.7% | $6,260-39.1% |