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 | $74,162 | $49,227+50.7% | $70,449+5.3% | $79,858-7.1% |
| Participation rate | 96.1% | 69.2%+26.9pp | 75.1%+21.0pp | 69.6%+26.4pp |
| Annual return | 4.02% | 30.06%-26.0pp | 109.03%-105.0pp | 31.71%-27.7pp |
| Employer contribution / active EE | $9,510 | $2,099+353.1% | $2,737+247.5% | $2,471+284.9% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $413 | $2,878-85.6% | $3,845-89.3% | $5,306-92.2% |