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 | $100,524 | $102,317-1.8% | $146,958-31.6% | $80,856+24.3% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.2%+16.1pp | 67.6%+30.6pp |
| Annual return | 10.86% | 134.76%-123.9pp | 418.34%-407.5pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,635 | $3,713-29.0% | $4,933-46.6% | $2,755-4.3% |
| Participant deferral / active EE | $4,858 | $6,644-26.9% | $8,070-39.8% | $4,296+13.1% |
| Admin fee / account holder | $16,256 | $7,941+104.7% | $12,998+25.1% | $6,918+135.0% |