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 | $217,848 | $91,552+138.0% | $133,956+62.6% | $79,858+172.8% |
| Participation rate | 94.5% | 73.3%+21.2pp | 79.8%+14.7pp | 69.6%+24.9pp |
| Annual return | -7.32% | 61.85%-69.2pp | 45.09%-52.4pp | 31.71%-39.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,280 | $3,733+121.8% | $5,048+64.0% | $3,740+121.4% |
| Admin fee / account holder | $24,822 | $6,321+292.7% | $8,927+178.1% | $5,306+367.8% |