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 | $224,250 | $65,365+243.1% | $92,893+141.4% | $72,985+207.3% |
| Participation rate | 92.9% | 68.3%+24.5pp | 76.0%+16.9pp | 69.5%+23.4pp |
| Annual return | 4.49% | 42.10%-37.6pp | 109.41%-104.9pp | 81.00%-76.5pp |
| Employer contribution / active EE | $10,191 | $2,594+292.8% | $3,653+179.0% | $2,440+317.7% |
| Participant deferral / active EE | $13,240 | $3,128+323.2% | $4,236+212.6% | $3,607+267.0% |
| Admin fee / account holder | $45,351 | $4,251+966.7% | $5,794+682.7% | $5,124+785.0% |