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 | $80,510 | $98,750-18.5% | $149,696-46.2% | $79,858+0.8% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 4.92% | 27.43%-22.5pp | 276.60%-271.7pp | 31.71%-26.8pp |
| Employer contribution / active EE | $2,635 | $3,216-18.1% | $4,644-43.3% | $2,471+6.6% |
| Participant deferral / active EE | $7,054 | $5,680+24.2% | $6,842+3.1% | $3,740+88.6% |
| Admin fee / account holder | $4,956 | $6,053-18.1% | $9,309-46.8% | $5,306-6.6% |