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 | $118,096 | $102,317+15.4% | $146,958-19.6% | $80,856+46.1% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 9.88% | 134.76%-124.9pp | 418.34%-408.5pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,974 | $3,713-19.9% | $4,933-39.7% | $2,755+8.0% |
| Participant deferral / active EE | $6,130 | $6,644-7.7% | $8,070-24.0% | $4,296+42.7% |
| Admin fee / account holder | $33,126 | $7,941+317.1% | $12,998+154.9% | $6,918+378.8% |