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 9-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 | $105,677 | $63,861+65.5% | $104,607+1.0% | $79,858+32.3% |
| Participation rate | 90.6% | 64.9%+25.7pp | 74.1%+16.5pp | 69.6%+21.0pp |
| Annual return | 9.84% | 21.30%-11.5pp | 340.46%-330.6pp | 31.71%-21.9pp |
| Employer contribution / active EE | $2,128 | $1,588+34.0% | $2,681-20.6% | $2,471-13.9% |
| Participant deferral / active EE | $1,199 | $2,693-55.5% | $3,740-67.9% | $3,740-67.9% |
| Admin fee / account holder | $17,996 | $4,185+330.0% | $6,473+178.0% | $5,306+239.1% |