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 | $220,777 | $77,634+184.4% | $156,549+41.0% | $62,891+251.0% |
| Participation rate | 92.9% | 71.2%+21.7pp | 84.0%+8.8pp | 69.3%+23.6pp |
| Annual return | -0.92% | 50.32%-51.2pp | 32.23%-33.2pp | 20.14%-21.1pp |
| Employer contribution / active EE | $5,000 | $3,444+45.2% | $5,501-9.1% | $2,281+119.2% |
| Participant deferral / active EE | $4,146 | $3,045+36.1% | $4,871-14.9% | $3,203+29.4% |
| Admin fee / account holder | $9,043 | $5,561+62.6% | $13,027-30.6% | $4,296+110.5% |