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 | $107,739 | $70,428+53.0% | $96,562+11.6% | $85,850+25.5% |
| Participation rate | 97.8% | 61.8%+36.0pp | 69.8%+28.0pp | 69.3%+28.5pp |
| Annual return | 5.83% | 18.59%-12.8pp | 37.78%-32.0pp | 318.53%-312.7pp |
| Employer contribution / active EE | $7,736 | $1,413+447.5% | $2,356+228.3% | $2,565+201.6% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,427 | $4,997+8.6% | $6,181-12.2% | $6,260-13.3% |