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 7-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 | $97,226 | $98,750-1.5% | $149,696-35.1% | $79,858+21.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.32% | 27.43%-16.1pp | 276.60%-265.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $3,889 | $3,216+20.9% | $4,644-16.3% | $2,471+57.4% |
| Participant deferral / active EE | $6,386 | $5,680+12.4% | $6,842-6.7% | $3,740+70.8% |
| Admin fee / account holder | $1,267 | $6,053-79.1% | $9,309-86.4% | $5,306-76.1% |