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 | $117,706 | $78,672+49.6% | $109,143+7.8% | $85,850+37.1% |
| Participation rate | 98.8% | 68.3%+30.5pp | 75.9%+22.9pp | 69.3%+29.5pp |
| Annual return | 5.32% | 25.09%-19.8pp | 25.75%-20.4pp | 318.53%-313.2pp |
| Employer contribution / active EE | $10,891 | $2,735+298.2% | $3,722+192.6% | $2,565+324.6% |
| Participant deferral / active EE | $5,628 | $3,467+62.3% | $4,653+20.9% | $3,952+42.4% |
| Admin fee / account holder | $12,807 | $5,469+134.2% | $6,752+89.7% | $6,260+104.6% |