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 | $151,096 | $58,523+158.2% | $99,443+51.9% | $72,985+107.0% |
| Participation rate | 87.8% | 64.6%+23.1pp | 73.8%+13.9pp | 69.5%+18.3pp |
| Annual return | 5.04% | 28.51%-23.5pp | 30.72%-25.7pp | 81.00%-76.0pp |
| Employer contribution / active EE | $7,755 | $1,512+412.9% | $2,540+205.3% | $2,440+217.8% |
| Participant deferral / active EE | $0 | $2,606-100.0% | $3,619-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,298 | $4,102-68.4% | $6,250-79.2% | $5,124-74.7% |