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 6-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 | $102,561 | $102,317+0.2% | $146,958-30.2% | $80,856+26.8% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.2%+16.2pp | 67.6%+30.7pp |
| Annual return | 9.90% | 134.76%-124.9pp | 418.34%-408.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $3,499 | $3,713-5.8% | $4,933-29.1% | $2,755+27.0% |
| Participant deferral / active EE | $7,065 | $6,644+6.3% | $8,070-12.5% | $4,296+64.5% |
| Admin fee / account holder | $18,237 | $7,941+129.6% | $12,998+40.3% | $6,918+163.6% |