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 | $88,896 | $85,202+4.3% | $172,739-48.5% | $72,985+21.8% |
| Participation rate | 87.5% | 70.1%+17.4pp | 82.6%+4.9pp | 69.5%+18.0pp |
| Annual return | 9.31% | 27.32%-18.0pp | 802.84%-793.5pp | 81.00%-71.7pp |
| Employer contribution / active EE | $4,203 | $3,324+26.4% | $5,143-18.3% | $2,440+72.3% |
| Participant deferral / active EE | $2,573 | $3,260-21.1% | $5,198-50.5% | $3,607-28.7% |
| Admin fee / account holder | $8,048 | $5,884+36.8% | $13,954-42.3% | $5,124+57.0% |