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 | $90,758 | $98,750-8.1% | $149,696-39.4% | $79,858+13.6% |
| Participation rate | 98.1% | 75.8%+22.4pp | 82.5%+15.7pp | 69.6%+28.5pp |
| Annual return | 11.37% | 27.43%-16.1pp | 276.60%-265.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $6,629 | $3,216+106.1% | $4,644+42.7% | $2,471+168.3% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9,744 | $6,053+61.0% | $9,309+4.7% | $5,306+83.6% |