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 | $102,806 | $89,753+14.5% | $107,525-4.4% | $84,808+21.2% |
| Participation rate | 85.1% | 68.1%+17.0pp | 75.1%+10.0pp | 68.3%+16.8pp |
| Annual return | 9.48% | 29.48%-20.0pp | 181.32%-171.8pp | 40.90%-31.4pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,595 | $4,056+62.6% | $5,116+28.9% | $4,212+56.6% |
| Admin fee / account holder | $1,006 | $7,222-86.1% | $8,919-88.7% | $7,344-86.3% |