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 | $86,713 | $77,419+12.0% | $69,455+24.8% | $152,861-43.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 4.76% | 39.06%-34.3pp | 28.97%-24.2pp | 345.32%-340.6pp |
| Employer contribution / active EE | $2,494 | $3,315-24.8% | $2,779-10.3% | $4,762-47.6% |
| Participant deferral / active EE | $6,320 | $4,414+43.2% | $3,535+78.8% | $5,850+8.0% |
| Admin fee / account holder | $4,076 | $6,207-34.3% | $3,839+6.2% | $11,596-64.9% |