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 | $102,784 | $85,766+19.8% | $136,294-24.6% | $70,131+46.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.75% | 31.45%-17.7pp | 5155.94%-5142.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,071 | $2,966-63.9% | $4,695-77.2% | $2,342-54.3% |
| Participant deferral / active EE | $7,106 | $5,051+40.7% | $6,247+13.8% | $3,332+113.3% |
| Admin fee / account holder | $1,861 | $5,420-65.7% | $9,243-79.9% | $4,645-59.9% |