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 | $82,087 | $89,753-8.5% | $107,525-23.7% | $84,808-3.2% |
| Participation rate | 89.4% | 68.1%+21.3pp | 75.1%+14.3pp | 68.3%+21.1pp |
| Annual return | 10.76% | 29.48%-18.7pp | 181.32%-170.6pp | 40.90%-30.1pp |
| Employer contribution / active EE | $10,405 | $3,113+234.2% | $3,754+177.2% | $2,631+295.5% |
| Participant deferral / active EE | $2,205 | $4,056-45.6% | $5,116-56.9% | $4,212-47.6% |
| Admin fee / account holder | $5,900 | $7,222-18.3% | $8,919-33.8% | $7,344-19.7% |