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 | $105,749 | $102,317+3.4% | $146,958-28.0% | $80,856+30.8% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.1pp | 67.6%+28.7pp |
| Annual return | 11.08% | 134.76%-123.7pp | 418.34%-407.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,535 | $3,713-4.8% | $4,933-28.3% | $2,755+28.3% |
| Participant deferral / active EE | $12,771 | $6,644+92.2% | $8,070+58.3% | $4,296+197.3% |
| Admin fee / account holder | $12,693 | $7,941+59.8% | $12,998-2.3% | $6,918+83.5% |