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 | $83,112 | $102,317-18.8% | $146,958-43.4% | $80,856+2.8% |
| Participation rate | 97.7% | 75.8%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 11.07% | 134.76%-123.7pp | 418.34%-407.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $9,450 | $3,713+154.5% | $4,933+91.6% | $2,755+243.1% |
| Participant deferral / active EE | $4,180 | $6,644-37.1% | $8,070-48.2% | $4,296-2.7% |
| Admin fee / account holder | $35,676 | $7,941+349.2% | $12,998+174.5% | $6,918+415.7% |