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 | $82,649 | $93,571-11.7% | $135,903-39.2% | $75,163+10.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 10.35% | 30.90%-20.6pp | 68.23%-57.9pp | 160.62%-150.3pp |
| Employer contribution / active EE | $1,826 | $3,537-48.4% | $4,856-62.4% | $2,670-31.6% |
| Participant deferral / active EE | $5,581 | $6,404-12.9% | $7,758-28.1% | $4,125+35.3% |
| Admin fee / account holder | $9,634 | $6,975+38.1% | $10,762-10.5% | $5,651+70.5% |