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 | $98,534 | $86,286+14.2% | $111,297-11.5% | $85,850+14.8% |
| Participation rate | 96.7% | 73.3%+23.3pp | 77.3%+19.4pp | 69.3%+27.4pp |
| Annual return | 6.41% | 19.99%-13.6pp | 54.65%-48.2pp | 318.53%-312.1pp |
| Employer contribution / active EE | $3,333 | $2,043+63.1% | $2,731+22.1% | $2,565+29.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $42,353 | $8,188+417.3% | $7,964+431.8% | $6,260+576.6% |