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 | $99,337 | $105,181-5.6% | $159,436-37.7% | $85,850+15.7% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.8%-2.3pp | 69.3%+11.2pp |
| Annual return | 11.33% | 45.07%-33.7pp | 263.57%-252.2pp | 318.53%-307.2pp |
| Employer contribution / active EE | $2,706 | $3,318-18.5% | $4,829-44.0% | $2,565+5.5% |
| Participant deferral / active EE | $6,861 | $5,945+15.4% | $7,352-6.7% | $3,952+73.6% |
| Admin fee / account holder | $403 | $6,933-94.2% | $10,799-96.3% | $6,260-93.6% |