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 | $102,763 | $109,413-6.1% | $156,263-34.2% | $84,808+21.2% |
| Participation rate | 97.8% | 72.7%+25.1pp | 78.9%+18.9pp | 68.3%+29.5pp |
| Annual return | 11.31% | 20.18%-8.9pp | 59.47%-48.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $3,185 | $2,907+9.6% | $4,333-26.5% | $2,631+21.1% |
| Participant deferral / active EE | $7,202 | $4,590+56.9% | $6,158+17.0% | $4,212+71.0% |
| Admin fee / account holder | $23,701 | $9,357+153.3% | $14,255+66.3% | $7,344+222.7% |