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 | $87,269 | $98,750-11.6% | $149,696-41.7% | $79,858+9.3% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 10.17% | 27.43%-17.3pp | 276.60%-266.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $5,014 | $3,216+55.9% | $4,644+8.0% | $2,471+102.9% |
| Participant deferral / active EE | $4,258 | $5,680-25.0% | $6,842-37.8% | $3,740+13.8% |
| Admin fee / account holder | $8,031 | $6,053+32.7% | $9,309-13.7% | $5,306+51.4% |