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 | $93,774 | $102,317-8.3% | $146,958-36.2% | $80,856+16.0% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.2%+16.1pp | 67.6%+30.6pp |
| Annual return | 10.00% | 134.76%-124.8pp | 418.34%-408.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $3,006 | $3,713-19.0% | $4,933-39.1% | $2,755+9.1% |
| Participant deferral / active EE | $7,395 | $6,644+11.3% | $8,070-8.4% | $4,296+72.2% |
| Admin fee / account holder | $26,615 | $7,941+235.1% | $12,998+104.8% | $6,918+284.7% |