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 | $103,877 | $102,317+1.5% | $146,958-29.3% | $80,856+28.5% |
| Participation rate | 91.5% | 75.8%+15.7pp | 82.2%+9.3pp | 67.6%+23.9pp |
| Annual return | 10.74% | 134.76%-124.0pp | 418.34%-407.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $5,313 | $3,713+43.1% | $4,933+7.7% | $2,755+92.9% |
| Participant deferral / active EE | $10,428 | $6,644+57.0% | $8,070+29.2% | $4,296+142.8% |
| Admin fee / account holder | $5,800 | $7,941-27.0% | $12,998-55.4% | $6,918-16.2% |