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 | $194,392 | $54,762+255.0% | $90,281+115.3% | $72,985+166.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 5.16% | 30.63%-25.5pp | 78.10%-72.9pp | 81.00%-75.8pp |
| Employer contribution / active EE | $13,487 | $2,092+544.5% | $2,854+372.5% | $2,440+452.8% |
| Participant deferral / active EE | $7,519 | $2,887+160.4% | $3,885+93.5% | $3,607+108.4% |
| Admin fee / account holder | $25,268 | $3,972+536.1% | $5,351+372.2% | $5,124+393.1% |