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 | $85,658 | $63,346+35.2% | $92,233-7.1% | $70,131+22.1% |
| Participation rate | 96.6% | 68.7%+27.9pp | 76.5%+20.1pp | 69.5%+27.0pp |
| Annual return | 11.70% | 530.12%-518.4pp | 176.28%-164.6pp | 73.14%-61.4pp |
| Employer contribution / active EE | $6,960 | $2,471+181.6% | $3,679+89.2% | $2,342+197.1% |
| Participant deferral / active EE | $4,278 | $2,854+49.9% | $3,897+9.8% | $3,332+28.4% |
| Admin fee / account holder | $4,009 | $3,840+4.4% | $5,194-22.8% | $4,645-13.7% |