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 | $93,605 | $98,240-4.7% | $82,313+13.7% | $147,584-36.6% |
| Participation rate | 95.8% | 79.7%+16.1pp | 76.9%+18.9pp | 82.8%+13.0pp |
| Annual return | 8.58% | 30.85%-22.3pp | 25.88%-17.3pp | 578.55%-570.0pp |
| Employer contribution / active EE | $2,189 | $3,192-31.4% | $2,428-9.9% | $4,876-55.1% |
| Participant deferral / active EE | $5,242 | $4,383+19.6% | $3,706+41.4% | $5,439-3.6% |
| Admin fee / account holder | $21,747 | $8,563+154.0% | $5,608+287.8% | $10,885+99.8% |