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 | $102,148 | $89,753+13.8% | $107,525-5.0% | $84,808+20.4% |
| Participation rate | 94.4% | 68.1%+26.4pp | 75.1%+19.4pp | 68.3%+26.1pp |
| Annual return | 11.92% | 29.48%-17.6pp | 181.32%-169.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,219 | $3,113-28.7% | $3,754-40.9% | $2,631-15.6% |
| Participant deferral / active EE | $4,390 | $4,056+8.2% | $5,116-14.2% | $4,212+4.2% |
| Admin fee / account holder | $21,661 | $7,222+199.9% | $8,919+142.9% | $7,344+195.0% |