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 | $96,365 | $89,355+7.8% | $141,162-31.7% | $72,985+32.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 13.80% | 111.85%-98.1pp | 71.39%-57.6pp | 81.00%-67.2pp |
| Employer contribution / active EE | $2,811 | $3,114-9.7% | $4,735-40.6% | $2,440+15.2% |
| Participant deferral / active EE | $8,362 | $5,418+54.3% | $6,709+24.6% | $3,607+131.8% |
| Admin fee / account holder | $32,080 | $5,958+438.4% | $10,261+212.6% | $5,124+526.0% |