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 | $227,497 | $60,349+277.0% | $74,183+206.7% | $62,891+261.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.06% | 21.37%-17.3pp | 17.74%-13.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $6,795 | $1,680+304.5% | $2,370+186.7% | $2,281+197.9% |
| Participant deferral / active EE | $5,003 | $2,856+75.2% | $3,550+40.9% | $3,203+56.2% |
| Admin fee / account holder | $9,531 | $4,261+123.7% | $5,586+70.6% | $4,296+121.9% |