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 | $86,440 | $98,750-12.5% | $149,696-42.3% | $79,858+8.2% |
| Participation rate | 89.9% | 75.8%+14.1pp | 82.5%+7.4pp | 69.6%+20.2pp |
| Annual return | 9.94% | 27.43%-17.5pp | 276.60%-266.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $2,740 | $3,216-14.8% | $4,644-41.0% | $2,471+10.9% |
| Participant deferral / active EE | $5,456 | $5,680-4.0% | $6,842-20.3% | $3,740+45.9% |
| Admin fee / account holder | $4,248 | $6,053-29.8% | $9,309-54.4% | $5,306-19.9% |