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 | $110,780 | $127,065-12.8% | $113,168-2.1% | $142,382-22.2% |
| Participation rate | 94.7% | 79.2%+15.5pp | 76.6%+18.2pp | 80.1%+14.6pp |
| Annual return | 7.19% | 24.03%-16.8pp | 24.27%-17.1pp | 217.08%-209.9pp |
| Employer contribution / active EE | $4,017 | $3,442+16.7% | $2,975+35.0% | $4,299-6.6% |
| Participant deferral / active EE | $9,850 | $5,716+72.3% | $5,107+92.9% | $6,507+51.4% |
| Admin fee / account holder | $91,870 | $15,736+483.8% | $12,068+661.3% | $12,624+627.8% |