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 | $106,008 | $84,233+25.9% | $170,442-37.8% | $70,131+51.2% |
| Participation rate | 96.4% | 70.8%+25.6pp | 83.6%+12.8pp | 69.5%+26.9pp |
| Annual return | 11.76% | 23.06%-11.3pp | 205.93%-194.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $9,851 | $3,387+190.9% | $5,433+81.3% | $2,342+320.6% |
| Participant deferral / active EE | $4,872 | $3,086+57.9% | $4,939-1.4% | $3,332+46.2% |
| Admin fee / account holder | $1,150 | $5,698-79.8% | $13,880-91.7% | $4,645-75.3% |