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 | $236,320 | $65,395+261.4% | $182,532+29.5% | $72,985+223.8% |
| Participation rate | 81.5% | 65.4%+16.0pp | 78.0%+3.5pp | 69.5%+12.0pp |
| Annual return | 13.39% | 27.68%-14.3pp | 148.54%-135.1pp | 81.00%-67.6pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,932 | $3,563+122.6% | $5,524+43.6% | $3,607+119.9% |
| Admin fee / account holder | $57,436 | $4,245+1253.1% | $8,592+568.5% | $5,124+1020.8% |