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 | $94,938 | $137,414-30.9% | $189,513-49.9% | $85,850+10.6% |
| Participation rate | 96.9% | 84.6%+12.3pp | 87.8%+9.1pp | 69.3%+27.6pp |
| Annual return | 11.05% | 38.14%-27.1pp | 555.15%-544.1pp | 318.53%-307.5pp |
| Employer contribution / active EE | $2,043 | $4,344-53.0% | $6,162-66.8% | $2,565-20.4% |
| Participant deferral / active EE | $5,230 | $6,260-16.5% | $8,221-36.4% | $3,952+32.3% |
| Admin fee / account holder | $29,910 | $8,630+246.6% | $12,045+148.3% | $6,260+377.8% |