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 | $104,907 | $159,901-34.4% | $146,958-28.6% | $145,922-28.1% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+15.0pp |
| Annual return | 9.27% | 98.13%-88.9pp | 418.34%-409.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $11,218 | $5,286+112.2% | $4,933+127.4% | $4,660+140.8% |
| Participant deferral / active EE | $9,364 | $8,428+11.1% | $8,070+16.0% | $6,688+40.0% |
| Admin fee / account holder | $45,365 | $15,044+201.6% | $12,998+249.0% | $13,397+238.6% |