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 | $91,722 | $88,672+3.4% | $105,223-12.8% | $82,448+11.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 8.89% | 30.86%-22.0pp | 180.65%-171.8pp | 41.64%-32.8pp |
| Employer contribution / active EE | $3,597 | $3,048+18.0% | $3,689-2.5% | $2,551+41.0% |
| Participant deferral / active EE | $8,267 | $4,036+104.8% | $5,072+63.0% | $4,139+99.7% |
| Admin fee / account holder | $46,311 | $7,146+548.1% | $8,859+422.8% | $7,234+540.2% |