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 | $100,865 | $102,317-1.4% | $146,958-31.4% | $80,856+24.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.89% | 134.76%-123.9pp | 418.34%-407.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $3,098 | $3,713-16.6% | $4,933-37.2% | $2,755+12.5% |
| Participant deferral / active EE | $10,863 | $6,644+63.5% | $8,070+34.6% | $4,296+152.9% |
| Admin fee / account holder | $2,865 | $7,941-63.9% | $12,998-78.0% | $6,918-58.6% |