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 | $105,957 | $124,425-14.8% | $112,040-5.4% | $137,256-22.8% |
| Participation rate | 90.5% | 79.3%+11.2pp | 76.5%+14.0pp | 80.0%+10.5pp |
| Annual return | 7.56% | 24.72%-17.2pp | 24.52%-17.0pp | 220.34%-212.8pp |
| Employer contribution / active EE | $2,041 | $3,411-40.2% | $2,954-30.9% | $4,156-50.9% |
| Participant deferral / active EE | $2,569 | $5,718-55.1% | $5,098-49.6% | $6,407-59.9% |
| Admin fee / account holder | $22,935 | $15,207+50.8% | $12,098+89.6% | $12,270+86.9% |