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 | $97,417 | $91,538+6.4% | $129,995-25.1% | $75,163+29.6% |
| Participation rate | 92.3% | 71.4%+20.9pp | 78.5%+13.8pp | 67.2%+25.1pp |
| Annual return | 8.97% | -631.11%+640.1pp | -137.18%+146.1pp | 160.62%-151.6pp |
| Employer contribution / active EE | $1,712 | $2,845-39.8% | $4,320-60.4% | $2,670-35.9% |
| Participant deferral / active EE | $3,923 | $4,341-9.6% | $5,820-32.6% | $4,125-4.9% |
| Admin fee / account holder | $26,902 | $6,790+296.2% | $10,614+153.4% | $5,651+376.1% |