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 | $245,753 | $48,076+411.2% | $78,689+212.3% | $62,891+290.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -2.45% | 31.35%-33.8pp | 62.18%-64.6pp | 20.14%-22.6pp |
| Employer contribution / active EE | $14,964 | $2,015+642.7% | $2,851+424.9% | $2,281+556.0% |
| Participant deferral / active EE | $8,556 | $2,588+230.6% | $3,517+143.3% | $3,203+167.1% |
| Admin fee / account holder | $17,286 | $3,207+439.0% | $4,510+283.2% | $4,296+302.4% |