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 | $96,995 | $85,766+13.1% | $136,294-28.8% | $70,131+38.3% |
| Participation rate | 86.5% | 74.2%+12.3pp | 81.9%+4.6pp | 69.5%+16.9pp |
| Annual return | 11.05% | 31.45%-20.4pp | 5155.94%-5144.9pp | 73.14%-62.1pp |
| Employer contribution / active EE | $5,146 | $2,966+73.5% | $4,695+9.6% | $2,342+119.7% |
| Participant deferral / active EE | $3,340 | $5,051-33.9% | $6,247-46.5% | $3,332+0.3% |
| Admin fee / account holder | $21,573 | $5,420+298.0% | $9,243+133.4% | $4,645+364.4% |