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 | $80,594 | $78,705+2.4% | $117,854-31.6% | $70,131+14.9% |
| Participation rate | 96.0% | 73.2%+22.8pp | 79.7%+16.3pp | 69.5%+26.5pp |
| Annual return | 11.77% | 23.30%-11.5pp | 335.08%-323.3pp | 73.14%-61.4pp |
| Employer contribution / active EE | $2,056 | $2,223-7.5% | $3,786-45.7% | $2,342-12.2% |
| Participant deferral / active EE | $5,625 | $3,297+70.6% | $4,482+25.5% | $3,332+68.8% |
| Admin fee / account holder | $1,122 | $5,065-77.9% | $8,020-86.0% | $4,645-75.9% |