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 | $91,432 | $98,750-7.4% | $149,696-38.9% | $79,858+14.5% |
| Participation rate | 72.7% | 75.8%-3.0pp | 82.5%-9.7pp | 69.6%+3.1pp |
| Annual return | 10.26% | 27.43%-17.2pp | 276.60%-266.3pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,018 | $3,216-68.3% | $4,644-78.1% | $2,471-58.8% |
| Participant deferral / active EE | $6,074 | $5,680+6.9% | $6,842-11.2% | $3,740+62.4% |
| Admin fee / account holder | $11,348 | $6,053+87.5% | $9,309+21.9% | $5,306+113.9% |