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 | $98,879 | $89,753+10.2% | $107,525-8.0% | $84,808+16.6% |
| Participation rate | 92.6% | 68.1%+24.5pp | 75.1%+17.5pp | 68.3%+24.3pp |
| Annual return | 10.87% | 29.48%-18.6pp | 181.32%-170.4pp | 40.90%-30.0pp |
| Employer contribution / active EE | $24,323 | $3,113+681.2% | $3,754+548.0% | $2,631+824.5% |
| Participant deferral / active EE | $2,289 | $4,056-43.6% | $5,116-55.3% | $4,212-45.7% |
| Admin fee / account holder | $30,166 | $7,222+317.7% | $8,919+238.2% | $7,344+310.8% |