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 | $136,111 | $114,381+19.0% | $107,525+26.6% | $142,382-4.4% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 9.56% | 242.71%-233.1pp | 181.32%-171.8pp | 217.08%-207.5pp |
| Employer contribution / active EE | $11,082 | $4,015+176.0% | $3,754+195.2% | $4,299+157.8% |
| Participant deferral / active EE | $8,383 | $5,564+50.7% | $5,116+63.9% | $6,507+28.8% |
| Admin fee / account holder | $8,587 | $9,860-12.9% | $8,919-3.7% | $12,624-32.0% |