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 | $93,692 | $80,968+15.7% | $96,544-3.0% | $75,163+24.7% |
| Participation rate | 98.4% | 71.8%+26.6pp | 76.0%+22.4pp | 67.2%+31.2pp |
| Annual return | 11.88% | 27.06%-15.2pp | 25.84%-14.0pp | 160.62%-148.7pp |
| Employer contribution / active EE | $5,685 | $2,282+149.2% | $2,965+91.8% | $2,670+113.0% |
| Participant deferral / active EE | $3,217 | $3,928-18.1% | $4,851-33.7% | $4,125-22.0% |
| Admin fee / account holder | $20,560 | $6,724+205.8% | $8,252+149.1% | $5,651+263.8% |