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 | $98,495 | $68,346+44.1% | $94,646+4.1% | $75,163+31.0% |
| Participation rate | 72.0% | 76.1%-4.1pp | 80.8%-8.8pp | 67.2%+4.8pp |
| Annual return | 13.86% | 616.93%-603.1pp | 156.71%-142.8pp | 160.62%-146.8pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,126 | $6,537-52.2% | $7,418-57.9% | $4,125-24.2% |
| Admin fee / account holder | $9,804 | $5,326+84.1% | $7,231+35.6% | $5,651+73.5% |