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 | $89,751 | $102,382-12.3% | $147,005-38.9% | $80,874+11.0% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.2%+8.5pp | 67.6%+23.0pp |
| Annual return | 9.65% | 134.89%-125.2pp | 418.76%-409.1pp | 35.62%-26.0pp |
| Employer contribution / active EE | $1,563 | $3,715-57.9% | $4,934-68.3% | $2,756-43.3% |
| Participant deferral / active EE | $8,510 | $6,646+28.0% | $8,070+5.5% | $4,297+98.0% |
| Admin fee / account holder | $24,397 | $7,942+207.2% | $13,006+87.6% | $6,935+251.8% |