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 | $93,407 | $81,632+14.4% | $70,449+32.6% | $158,922-41.2% |
| Participation rate | 93.8% | 77.7%+16.0pp | 75.1%+18.7pp | 82.0%+11.8pp |
| Annual return | 3.51% | 208.40%-204.9pp | 109.03%-105.5pp | 302.83%-299.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,660 | $4,554+68.2% | $3,709+106.6% | $5,982+28.1% |
| Admin fee / account holder | $490 | $6,193-92.1% | $3,845-87.3% | $11,246-95.6% |