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 | $107,868 | $98,750+9.2% | $149,696-27.9% | $79,858+35.1% |
| Participation rate | 93.9% | 75.8%+18.2pp | 82.5%+11.5pp | 69.6%+24.3pp |
| Annual return | 9.70% | 27.43%-17.7pp | 276.60%-266.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $6,624 | $3,216+105.9% | $4,644+42.6% | $2,471+168.1% |
| Participant deferral / active EE | $2,527 | $5,680-55.5% | $6,842-63.1% | $3,740-32.4% |
| Admin fee / account holder | $390 | $6,053-93.6% | $9,309-95.8% | $5,306-92.6% |