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 | $90,371 | $102,317-11.7% | $146,958-38.5% | $80,856+11.8% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.2%+7.8pp | 67.6%+22.4pp |
| Annual return | 11.04% | 134.76%-123.7pp | 418.34%-407.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $4,106 | $3,713+10.6% | $4,933-16.8% | $2,755+49.0% |
| Participant deferral / active EE | $6,269 | $6,644-5.6% | $8,070-22.3% | $4,296+45.9% |
| Admin fee / account holder | $1,181 | $7,941-85.1% | $12,998-90.9% | $6,918-82.9% |