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 | $103,843 | $80,968+28.3% | $96,544+7.6% | $75,163+38.2% |
| Participation rate | 95.9% | 71.8%+24.2pp | 76.0%+20.0pp | 67.2%+28.7pp |
| Annual return | -7.95% | 27.06%-35.0pp | 25.84%-33.8pp | 160.62%-168.6pp |
| Employer contribution / active EE | $4,054 | $2,282+77.7% | $2,965+36.7% | $2,670+51.8% |
| Participant deferral / active EE | $5,181 | $3,928+31.9% | $4,851+6.8% | $4,125+25.6% |
| Admin fee / account holder | $12,875 | $6,724+91.5% | $8,252+56.0% | $5,651+127.8% |