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 | $123,424 | $88,672+39.2% | $105,223+17.3% | $82,448+49.7% |
| Participation rate | 97.4% | 67.9%+29.5pp | 75.0%+22.4pp | 68.1%+29.4pp |
| Annual return | 10.08% | 30.86%-20.8pp | 180.65%-170.6pp | 41.64%-31.6pp |
| Employer contribution / active EE | $10,897 | $3,048+257.5% | $3,689+195.4% | $2,551+327.2% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $10,275 | $7,146+43.8% | $8,859+16.0% | $7,234+42.0% |