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 | $114,134 | $67,606+68.8% | $82,313+38.7% | $70,131+62.7% |
| Participation rate | 93.5% | 72.8%+20.8pp | 76.9%+16.7pp | 69.5%+24.0pp |
| Annual return | 2.23% | 21.57%-19.3pp | 25.88%-23.6pp | 73.14%-70.9pp |
| Employer contribution / active EE | $10,695 | $1,755+509.4% | $2,428+340.4% | $2,342+356.6% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $12,937 | $4,512+186.7% | $5,608+130.7% | $4,645+178.5% |