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 | $88,445 | $60,124+47.1% | $90,404-2.2% | $79,858+10.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 3.94% | 71.94%-68.0pp | 1293.02%-1289.1pp | 31.71%-27.8pp |
| Employer contribution / active EE | $2,885 | $2,068+39.5% | $3,262-11.6% | $2,471+16.8% |
| Participant deferral / active EE | $3,313 | $2,938+12.7% | $3,963-16.4% | $3,740-11.4% |
| Admin fee / account holder | $6,922 | $3,976+74.1% | $5,611+23.4% | $5,306+30.4% |