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 | $96,443 | $98,750-2.3% | $149,696-35.6% | $79,858+20.8% |
| Participation rate | 89.8% | 75.8%+14.0pp | 82.5%+7.3pp | 69.6%+20.2pp |
| Annual return | 7.16% | 27.43%-20.3pp | 276.60%-269.4pp | 31.71%-24.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $17,423 | $5,680+206.7% | $6,842+154.7% | $3,740+365.9% |
| Admin fee / account holder | $9,641 | $6,053+59.3% | $9,309+3.6% | $5,306+81.7% |