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 | $105,670 | $95,803+10.3% | $113,168-6.6% | $84,808+24.6% |
| Participation rate | 96.7% | 72.9%+23.9pp | 76.6%+20.2pp | 68.3%+28.4pp |
| Annual return | 8.98% | 25.00%-16.0pp | 24.27%-15.3pp | 40.90%-31.9pp |
| Employer contribution / active EE | $2,979 | $2,360+26.2% | $2,975+0.1% | $2,631+13.2% |
| Participant deferral / active EE | $4,974 | $4,242+17.3% | $5,107-2.6% | $4,212+18.1% |
| Admin fee / account holder | $19,142 | $8,989+112.9% | $12,068+58.6% | $7,344+160.6% |