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 | $113,007 | $88,672+27.4% | $105,223+7.4% | $82,448+37.1% |
| Participation rate | 89.6% | 67.9%+21.7pp | 75.0%+14.5pp | 68.1%+21.5pp |
| Annual return | 5.42% | 30.86%-25.4pp | 180.65%-175.2pp | 41.64%-36.2pp |
| Employer contribution / active EE | $9,055 | $3,048+197.1% | $3,689+145.5% | $2,551+255.0% |
| Participant deferral / active EE | $6,620 | $4,036+64.0% | $5,072+30.5% | $4,139+59.9% |
| Admin fee / account holder | $7,456 | $7,146+4.3% | $8,859-15.8% | $7,234+3.1% |