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 | $86,125 | $48,795+76.5% | $65,493+31.5% | $84,808+1.6% |
| Participation rate | 98.5% | 67.0%+31.5pp | 73.1%+25.4pp | 68.3%+30.2pp |
| Annual return | 9.21% | 20.20%-11.0pp | 982.45%-973.2pp | 40.90%-31.7pp |
| Employer contribution / active EE | $3,055 | $1,930+58.3% | $2,574+18.7% | $2,631+16.1% |
| Participant deferral / active EE | $4,353 | $2,928+48.7% | $3,961+9.9% | $4,212+3.4% |
| Admin fee / account holder | $5,034 | $3,877+29.8% | $5,028+0.1% | $7,344-31.5% |