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 | $103,085 | $81,208+26.9% | $98,907+4.2% | $79,858+29.1% |
| Participation rate | 90.3% | 72.5%+17.8pp | 76.0%+14.3pp | 69.6%+20.7pp |
| Annual return | 8.38% | 60.99%-52.6pp | 196.43%-188.0pp | 31.71%-23.3pp |
| Employer contribution / active EE | $4,687 | $1,960+139.2% | $2,689+74.3% | $2,471+89.7% |
| Participant deferral / active EE | $12,879 | $3,265+294.5% | $4,244+203.4% | $3,740+244.3% |
| Admin fee / account holder | $87,205 | $6,013+1350.3% | $6,642+1213.0% | $5,306+1543.4% |