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 | $90,887 | $109,359-16.9% | $162,163-44.0% | $72,985+24.5% |
| Participation rate | 92.3% | 84.3%+8.1pp | 87.6%+4.8pp | 69.5%+22.8pp |
| Annual return | 17.38% | 25.46%-8.1pp | 115.59%-98.2pp | 81.00%-63.6pp |
| Employer contribution / active EE | $6,667 | $3,907+70.6% | $5,614+18.8% | $2,440+173.3% |
| Participant deferral / active EE | $3,476 | $5,481-36.6% | $7,298-52.4% | $3,607-3.6% |
| Admin fee / account holder | $13,442 | $7,972+68.6% | $10,843+24.0% | $5,124+162.3% |