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 | $83,890 | $89,355-6.1% | $141,162-40.6% | $72,985+14.9% |
| Participation rate | 92.7% | 75.1%+17.6pp | 82.5%+10.3pp | 69.5%+23.2pp |
| Annual return | 16.82% | 111.85%-95.0pp | 71.39%-54.6pp | 81.00%-64.2pp |
| Employer contribution / active EE | $5,673 | $3,114+82.1% | $4,735+19.8% | $2,440+132.5% |
| Participant deferral / active EE | $4,772 | $5,418-11.9% | $6,709-28.9% | $3,607+32.3% |
| Admin fee / account holder | $15,888 | $5,958+166.7% | $10,261+54.8% | $5,124+210.1% |