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 | $224,327 | $89,355+151.1% | $141,162+58.9% | $72,985+207.4% |
| Participation rate | 95.2% | 75.1%+20.1pp | 82.5%+12.8pp | 69.5%+25.8pp |
| Annual return | 2.47% | 111.85%-109.4pp | 71.39%-68.9pp | 81.00%-78.5pp |
| Employer contribution / active EE | $2,693 | $3,114-13.5% | $4,735-43.1% | $2,440+10.4% |
| Participant deferral / active EE | $9,211 | $5,418+70.0% | $6,709+37.3% | $3,607+155.3% |
| Admin fee / account holder | $457 | $5,958-92.3% | $10,261-95.5% | $5,124-91.1% |