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 | $101,067 | $85,202+18.6% | $172,739-41.5% | $72,985+38.5% |
| Participation rate | 87.6% | 70.1%+17.6pp | 82.6%+5.0pp | 69.5%+18.2pp |
| Annual return | 5.46% | 27.32%-21.9pp | 802.84%-797.4pp | 81.00%-75.5pp |
| Employer contribution / active EE | $8,225 | $3,324+147.4% | $5,143+59.9% | $2,440+237.1% |
| Participant deferral / active EE | $5,103 | $3,260+56.5% | $5,198-1.8% | $3,607+41.5% |
| Admin fee / account holder | $23,011 | $5,884+291.1% | $13,954+64.9% | $5,124+349.1% |