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 | $99,112 | $90,503+9.5% | $78,689+26.0% | $273,961-63.8% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | -3.02% | 75.60%-78.6pp | 62.18%-65.2pp | 41.45%-44.5pp |
| Employer contribution / active EE | $6,919 | $3,176+117.9% | $2,851+142.7% | $4,869+42.1% |
| Participant deferral / active EE | $3,650 | $3,901-6.4% | $3,517+3.8% | $5,287-31.0% |
| Admin fee / account holder | $6,294 | $5,263+19.6% | $4,510+39.5% | $10,132-37.9% |