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 | $112,726 | $89,753+25.6% | $107,525+4.8% | $84,808+32.9% |
| Participation rate | 97.1% | 68.1%+29.1pp | 75.1%+22.1pp | 68.3%+28.8pp |
| Annual return | 10.40% | 29.48%-19.1pp | 181.32%-170.9pp | 40.90%-30.5pp |
| Employer contribution / active EE | $4,430 | $3,113+42.3% | $3,754+18.0% | $2,631+68.4% |
| Participant deferral / active EE | $7,534 | $4,056+85.7% | $5,116+47.3% | $4,212+78.9% |
| Admin fee / account holder | $52,068 | $7,222+621.0% | $8,919+483.8% | $7,344+609.0% |