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 | $83,187 | $102,966-19.2% | $90,281-7.9% | $152,861-45.6% |
| Participation rate | 86.7% | 75.9%+10.8pp | 73.3%+13.4pp | 82.4%+4.2pp |
| Annual return | 5.69% | 95.16%-89.5pp | 78.10%-72.4pp | 345.32%-339.6pp |
| Employer contribution / active EE | $2,012 | $3,139-35.9% | $2,854-29.5% | $4,762-57.7% |
| Participant deferral / active EE | $6,701 | $4,281+56.5% | $3,885+72.5% | $5,850+14.5% |
| Admin fee / account holder | $5,334 | $6,171-13.6% | $5,351-0.3% | $11,596-54.0% |