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 | $108,409 | $81,248+33.4% | $155,509-30.3% | $80,856+34.1% |
| Participation rate | 91.2% | 66.2%+24.9pp | 78.2%+13.0pp | 67.6%+23.5pp |
| Annual return | 10.44% | 33.31%-22.9pp | 64.67%-54.2pp | 35.59%-25.1pp |
| Employer contribution / active EE | $3,280 | $3,100+5.8% | $4,672-29.8% | $2,755+19.1% |
| Participant deferral / active EE | $7,992 | $3,452+131.6% | $5,626+42.1% | $4,296+86.1% |
| Admin fee / account holder | $88,608 | $7,997+1008.0% | $15,912+456.9% | $6,918+1180.8% |