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 | $82,601 | $89,355-7.6% | $141,162-41.5% | $72,985+13.2% |
| Participation rate | 88.4% | 75.1%+13.3pp | 82.5%+5.9pp | 69.5%+18.9pp |
| Annual return | 18.86% | 111.85%-93.0pp | 71.39%-52.5pp | 81.00%-62.1pp |
| Employer contribution / active EE | $941 | $3,114-69.8% | $4,735-80.1% | $2,440-61.4% |
| Participant deferral / active EE | $7,188 | $5,418+32.7% | $6,709+7.1% | $3,607+99.3% |
| Admin fee / account holder | $13,470 | $5,958+126.1% | $10,261+31.3% | $5,124+162.9% |