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 | $89,503 | $78,422+14.1% | $95,952-6.7% | $79,858+12.1% |
| Participation rate | 81.5% | 73.5%+8.0pp | 77.1%+4.4pp | 69.6%+11.8pp |
| Annual return | -0.08% | 19.37%-19.5pp | 91.61%-91.7pp | 31.71%-31.8pp |
| Employer contribution / active EE | $2,689 | $1,945+38.3% | $2,541+5.8% | $2,471+8.8% |
| Participant deferral / active EE | $4,986 | $3,440+44.9% | $4,167+19.6% | $3,740+33.3% |
| Admin fee / account holder | $11,518 | $5,622+104.9% | $6,795+69.5% | $5,306+117.1% |