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 | $85,013 | $118,849-28.5% | $96,562-12.0% | $167,490-49.2% |
| Participation rate | 77.3% | 75.5%+1.8pp | 69.8%+7.5pp | 82.1%-4.8pp |
| Annual return | 7.39% | 50.49%-43.1pp | 37.78%-30.4pp | 478.56%-471.2pp |
| Employer contribution / active EE | $2,452 | $3,120-21.4% | $2,356+4.0% | $4,837-49.3% |
| Participant deferral / active EE | $5,599 | $4,616+21.3% | $3,849+45.5% | $6,341-11.7% |
| Admin fee / account holder | $13,665 | $8,065+69.4% | $6,181+121.1% | $12,309+11.0% |