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 | $102,507 | $106,890-4.1% | $84,015+22.0% | $152,861-32.9% |
| Participation rate | 81.3% | 75.2%+6.0pp | 69.0%+12.2pp | 82.4%-1.2pp |
| Annual return | 6.70% | 104.99%-98.3pp | 71.31%-64.6pp | 345.32%-338.6pp |
| Employer contribution / active EE | $8,798 | $2,734+221.8% | $1,983+343.6% | $4,762+84.7% |
| Participant deferral / active EE | $5,872 | $4,011+46.4% | $3,239+81.3% | $5,850+0.4% |
| Admin fee / account holder | $2,504 | $8,285-69.8% | $6,101-58.9% | $11,596-78.4% |