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 | $79,186 | $77,634+2.0% | $156,549-49.4% | $62,891+25.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.19% | 50.32%-46.1pp | 32.23%-28.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $7,283 | $3,444+111.5% | $5,501+32.4% | $2,281+219.3% |
| Participant deferral / active EE | $6,017 | $3,045+97.6% | $4,871+23.5% | $3,203+87.9% |
| Admin fee / account holder | $623 | $5,561-88.8% | $13,027-95.2% | $4,296-85.5% |