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 | $234,367 | $51,175+358.0% | $70,515+232.4% | $75,163+211.8% |
| Participation rate | 98.9% | 60.9%+37.9pp | 68.3%+30.5pp | 67.2%+31.7pp |
| Annual return | 12.91% | 30.02%-17.1pp | 32.77%-19.9pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,520 | $1,826-16.8% | $2,973-48.9% | $2,670-43.1% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $36,728 | $4,091+797.8% | $6,412+472.8% | $5,651+549.9% |