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 | $102,696 | $73,515+39.7% | $62,995+63.0% | $147,584-30.4% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.8%+16.9pp | 82.8%+8.8pp |
| Annual return | 8.09% | 175.43%-167.3pp | 87.57%-79.5pp | 578.55%-570.5pp |
| Employer contribution / active EE | $10,964 | $3,320+230.2% | $2,759+297.4% | $4,876+124.8% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,422 | $5,953-42.5% | $3,600-5.0% | $10,885-68.6% |