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 | $88,272 | $78,422+12.6% | $95,952-8.0% | $79,858+10.5% |
| Participation rate | 98.5% | 73.5%+25.0pp | 77.1%+21.4pp | 69.6%+28.8pp |
| Annual return | -5.75% | 19.37%-25.1pp | 91.61%-97.4pp | 31.71%-37.5pp |
| Employer contribution / active EE | $2,206 | $1,945+13.4% | $2,541-13.2% | $2,471-10.7% |
| Participant deferral / active EE | $4,882 | $3,440+41.9% | $4,167+17.2% | $3,740+30.5% |
| Admin fee / account holder | $24,966 | $5,622+344.1% | $6,795+267.4% | $5,306+370.5% |