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 | $82,401 | $78,422+5.1% | $95,952-14.1% | $79,858+3.2% |
| Participation rate | 83.3% | 73.5%+9.8pp | 77.1%+6.3pp | 69.6%+13.7pp |
| Annual return | 9.74% | 19.37%-9.6pp | 91.61%-81.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $596 | $1,945-69.4% | $2,541-76.6% | $2,471-75.9% |
| Participant deferral / active EE | $4,999 | $3,440+45.3% | $4,167+20.0% | $3,740+33.6% |
| Admin fee / account holder | $18,826 | $5,622+234.9% | $6,795+177.0% | $5,306+254.8% |