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 | $90,985 | $89,355+1.8% | $141,162-35.5% | $72,985+24.7% |
| Participation rate | 94.4% | 75.1%+19.3pp | 82.5%+12.0pp | 69.5%+25.0pp |
| Annual return | 6.40% | 111.85%-105.5pp | 71.39%-65.0pp | 81.00%-74.6pp |
| Employer contribution / active EE | $7,042 | $3,114+126.1% | $4,735+48.7% | $2,440+188.6% |
| Participant deferral / active EE | $8,144 | $5,418+50.3% | $6,709+21.4% | $3,607+125.7% |
| Admin fee / account holder | $4,585 | $5,958-23.1% | $10,261-55.3% | $5,124-10.5% |