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 | $99,695 | $65,365+52.5% | $92,893+7.3% | $72,985+36.6% |
| Participation rate | 89.3% | 68.3%+21.0pp | 76.0%+13.3pp | 69.5%+19.8pp |
| Annual return | 4.08% | 42.10%-38.0pp | 109.41%-105.3pp | 81.00%-76.9pp |
| Employer contribution / active EE | $2,058 | $2,594-20.7% | $3,653-43.7% | $2,440-15.7% |
| Participant deferral / active EE | $4,749 | $3,128+51.8% | $4,236+12.1% | $3,607+31.7% |
| Admin fee / account holder | $18,104 | $4,251+325.8% | $5,794+212.5% | $5,124+253.3% |