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 | $111,706 | $102,317+9.2% | $146,958-24.0% | $80,856+38.2% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 10.83% | 134.76%-123.9pp | 418.34%-407.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,665 | $3,713-1.3% | $4,933-25.7% | $2,755+33.0% |
| Participant deferral / active EE | $6,491 | $6,644-2.3% | $8,070-19.6% | $4,296+51.1% |
| Admin fee / account holder | $8,168 | $7,941+2.9% | $12,998-37.2% | $6,918+18.1% |