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 | $104,352 | $109,881-5.0% | $150,045-30.5% | $84,808+23.0% |
| Participation rate | 98.2% | 76.1%+22.1pp | 82.3%+15.9pp | 68.3%+29.9pp |
| Annual return | 12.79% | 28.25%-15.5pp | 62.55%-49.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $7,334 | $3,561+106.0% | $4,693+56.3% | $2,631+178.8% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $8,609 | $8,568+0.5% | $13,435-35.9% | $7,344+17.2% |