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 | $85,959 | $84,233+2.1% | $170,442-49.6% | $70,131+22.6% |
| Participation rate | 98.0% | 70.8%+27.2pp | 83.6%+14.4pp | 69.5%+28.5pp |
| Annual return | 11.23% | 23.06%-11.8pp | 205.93%-194.7pp | 73.14%-61.9pp |
| Employer contribution / active EE | $5,473 | $3,387+61.6% | $5,433+0.7% | $2,342+133.6% |
| Participant deferral / active EE | $3,694 | $3,086+19.7% | $4,939-25.2% | $3,332+10.9% |
| Admin fee / account holder | $84,878 | $5,698+1389.6% | $13,880+511.5% | $4,645+1727.2% |