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 | $206,061 | $51,638+299.1% | $68,368+201.4% | $82,448+149.9% |
| Participation rate | 92.7% | 63.6%+29.1pp | 73.8%+18.9pp | 68.1%+24.6pp |
| Annual return | 11.62% | 37.53%-25.9pp | 292.57%-281.0pp | 41.64%-30.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,660 | $2,914+128.6% | $4,123+61.5% | $4,139+60.9% |
| Admin fee / account holder | $82,643 | $4,643+1679.8% | $5,150+1504.8% | $7,234+1042.4% |