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 | $85,026 | $78,422+8.4% | $95,952-11.4% | $79,858+6.5% |
| Participation rate | 88.9% | 73.5%+15.4pp | 77.1%+11.8pp | 69.6%+19.3pp |
| Annual return | 9.38% | 19.37%-10.0pp | 91.61%-82.2pp | 31.71%-22.3pp |
| Employer contribution / active EE | $4,320 | $1,945+122.1% | $2,541+70.0% | $2,471+74.8% |
| Participant deferral / active EE | $2,506 | $3,440-27.2% | $4,167-39.9% | $3,740-33.0% |
| Admin fee / account holder | $711 | $5,622-87.4% | $6,795-89.5% | $5,306-86.6% |