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 | $80,921 | $100,326-19.3% | $180,183-55.1% | $84,808-4.6% |
| Participation rate | 88.9% | 71.0%+17.9pp | 77.4%+11.5pp | 68.3%+20.6pp |
| Annual return | 12.46% | 17.86%-5.4pp | 27.86%-15.4pp | 40.90%-28.4pp |
| Employer contribution / active EE | $4,721 | $3,269+44.4% | $5,039-6.3% | $2,631+79.4% |
| Participant deferral / active EE | $6,211 | $5,066+22.6% | $6,822-9.0% | $4,212+47.5% |
| Admin fee / account holder | $25,237 | $9,674+160.9% | $19,975+26.3% | $7,344+243.7% |