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 | $101,365 | $109,881-7.7% | $150,045-32.4% | $84,808+19.5% |
| Participation rate | 91.7% | 76.1%+15.6pp | 82.3%+9.3pp | 68.3%+23.4pp |
| Annual return | 14.05% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,146 | $3,561-39.7% | $4,693-54.3% | $2,631-18.4% |
| Participant deferral / active EE | $7,856 | $6,636+18.4% | $7,997-1.8% | $4,212+86.5% |
| Admin fee / account holder | $17,288 | $8,568+101.8% | $13,435+28.7% | $7,344+135.4% |