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 | $97,376 | $98,750-1.4% | $149,696-35.0% | $79,858+21.9% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+23.9pp |
| Annual return | 9.89% | 27.43%-17.5pp | 276.60%-266.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $2,623 | $3,216-18.4% | $4,644-43.5% | $2,471+6.2% |
| Participant deferral / active EE | $8,939 | $5,680+57.4% | $6,842+30.7% | $3,740+139.0% |
| Admin fee / account holder | $2,206 | $6,053-63.5% | $9,309-76.3% | $5,306-58.4% |