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 | $115,918 | $109,881+5.5% | $150,045-22.7% | $84,808+36.7% |
| Participation rate | 98.7% | 76.1%+22.6pp | 82.3%+16.3pp | 68.3%+30.4pp |
| Annual return | -9.43% | 28.25%-37.7pp | 62.55%-72.0pp | 40.90%-50.3pp |
| Employer contribution / active EE | $4,778 | $3,561+34.2% | $4,693+1.8% | $2,631+81.6% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,852 | $8,568-8.4% | $13,435-41.6% | $7,344+6.9% |