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 | $107,291 | $89,753+19.5% | $107,525-0.2% | $84,808+26.5% |
| Participation rate | 97.1% | 68.1%+29.1pp | 75.1%+22.1pp | 68.3%+28.8pp |
| Annual return | 2.44% | 29.48%-27.0pp | 181.32%-178.9pp | 40.90%-38.5pp |
| Employer contribution / active EE | $9,042 | $3,113+190.4% | $3,754+140.9% | $2,631+243.7% |
| Participant deferral / active EE | $4,095 | $4,056+1.0% | $5,116-19.9% | $4,212-2.8% |
| Admin fee / account holder | $24,032 | $7,222+232.8% | $8,919+169.5% | $7,344+227.2% |