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 9-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 | $103,296 | $137,414-24.8% | $189,513-45.5% | $85,850+20.3% |
| Participation rate | 97.8% | 84.6%+13.2pp | 87.8%+10.0pp | 69.3%+28.5pp |
| Annual return | 10.74% | 38.14%-27.4pp | 555.15%-544.4pp | 318.53%-307.8pp |
| Employer contribution / active EE | $11,292 | $4,344+159.9% | $6,162+83.3% | $2,565+340.2% |
| Participant deferral / active EE | $12,490 | $6,260+99.5% | $8,221+51.9% | $3,952+216.1% |
| Admin fee / account holder | $4,770 | $8,630-44.7% | $12,045-60.4% | $6,260-23.8% |