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 | $86,302 | $98,982-12.8% | $162,163-46.8% | $65,185+32.4% |
| Participation rate | 80.6% | 85.8%-5.2pp | 87.6%-7.0pp | 70.2%+10.4pp |
| Annual return | 10.25% | 24.84%-14.6pp | 115.59%-105.3pp | 29.38%-19.1pp |
| Employer contribution / active EE | $4,268 | $3,467+23.1% | $5,614-24.0% | $2,177+96.1% |
| Participant deferral / active EE | $4,239 | $5,384-21.3% | $7,298-41.9% | $3,514+20.6% |
| Admin fee / account holder | $17,223 | $596+2788.0% | $10,843+58.8% | $847+1933.3% |