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 | $96,503 | $78,422+23.1% | $95,952+0.6% | $79,858+20.8% |
| Participation rate | 88.1% | 73.5%+14.6pp | 77.1%+11.0pp | 69.6%+18.5pp |
| Annual return | 8.26% | 19.37%-11.1pp | 91.61%-83.4pp | 31.71%-23.5pp |
| Employer contribution / active EE | $11,424 | $1,945+487.3% | $2,541+349.6% | $2,471+362.4% |
| Participant deferral / active EE | $3,716 | $3,440+8.0% | $4,167-10.8% | $3,740-0.6% |
| Admin fee / account holder | $25,899 | $5,622+360.7% | $6,795+281.1% | $5,306+388.1% |