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 | $87,776 | $80,812+8.6% | $160,784-45.4% | $82,448+6.5% |
| Participation rate | 87.7% | 66.2%+21.4pp | 77.0%+10.7pp | 68.1%+19.6pp |
| Annual return | 12.65% | 100.59%-87.9pp | 1803.92%-1791.3pp | 41.64%-29.0pp |
| Employer contribution / active EE | $438 | $2,174-79.9% | $3,733-88.3% | $2,551-82.8% |
| Participant deferral / active EE | $6,442 | $4,335+48.6% | $6,293+2.4% | $4,139+55.6% |
| Admin fee / account holder | $13,673 | $7,695+77.7% | $9,717+40.7% | $7,234+89.0% |