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 | $85,074 | $89,355-4.8% | $141,162-39.7% | $72,985+16.6% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 5.93% | 111.85%-105.9pp | 71.39%-65.5pp | 81.00%-75.1pp |
| Employer contribution / active EE | $2,515 | $3,114-19.2% | $4,735-46.9% | $2,440+3.1% |
| Participant deferral / active EE | $4,702 | $5,418-13.2% | $6,709-29.9% | $3,607+30.3% |
| Admin fee / account holder | $967 | $5,958-83.8% | $10,261-90.6% | $5,124-81.1% |