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 | $100,957 | $126,574-20.2% | $106,213-4.9% | $145,922-30.8% |
| Participation rate | 95.7% | 77.6%+18.0pp | 75.3%+20.4pp | 80.3%+15.4pp |
| Annual return | 7.96% | 224.79%-216.8pp | 116.14%-108.2pp | 561.29%-553.3pp |
| Employer contribution / active EE | $12,585 | $3,730+237.4% | $3,171+296.8% | $4,660+170.1% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $5,016-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,576 | $17,304-90.9% | $11,033-85.7% | $13,397-88.2% |