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 | $92,692 | $85,202+8.8% | $172,739-46.3% | $72,985+27.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 14.17% | 27.32%-13.2pp | 802.84%-788.7pp | 81.00%-66.8pp |
| Employer contribution / active EE | $5,898 | $3,324+77.4% | $5,143+14.7% | $2,440+141.7% |
| Participant deferral / active EE | $4,268 | $3,260+30.9% | $5,198-17.9% | $3,607+18.3% |
| Admin fee / account holder | $2,210 | $5,884-62.4% | $13,954-84.2% | $5,124-56.9% |