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 | $94,832 | $102,317-7.3% | $146,958-35.5% | $80,856+17.3% |
| Participation rate | 93.2% | 75.8%+17.3pp | 82.2%+11.0pp | 67.6%+25.5pp |
| Annual return | 11.20% | 134.76%-123.6pp | 418.34%-407.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $5,199 | $3,713+40.0% | $4,933+5.4% | $2,755+88.7% |
| Participant deferral / active EE | $8,114 | $6,644+22.1% | $8,070+0.5% | $4,296+88.9% |
| Admin fee / account holder | $36,228 | $7,941+356.2% | $12,998+178.7% | $6,918+423.7% |