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 | $164,974 | $46,553+254.4% | $64,056+157.5% | $75,163+119.5% |
| Participation rate | 94.8% | 65.9%+28.9pp | 72.3%+22.5pp | 67.2%+27.6pp |
| Annual return | 8.02% | 26.03%-18.0pp | 33.69%-25.7pp | 160.62%-152.6pp |
| Employer contribution / active EE | $9,969 | $1,974+405.0% | $2,747+263.0% | $2,670+273.4% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,922 | $2,952-1.0% | $3,068-4.8% | $5,651-48.3% |