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 5-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 | $102,976 | $89,753+14.7% | $107,525-4.2% | $84,808+21.4% |
| Participation rate | 98.0% | 68.1%+29.9pp | 75.1%+22.9pp | 68.3%+29.6pp |
| Annual return | 3.72% | 29.48%-25.8pp | 181.32%-177.6pp | 40.90%-37.2pp |
| Employer contribution / active EE | $24,490 | $3,113+686.6% | $3,754+552.4% | $2,631+830.8% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $467 | $7,222-93.5% | $8,919-94.8% | $7,344-93.6% |