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 | $221,170 | $63,703+247.2% | $93,063+137.7% | $82,448+168.3% |
| Participation rate | 89.7% | 63.8%+25.8pp | 72.1%+17.5pp | 68.1%+21.6pp |
| Annual return | 7.81% | -775.43%+783.2pp | 34.15%-26.3pp | 41.64%-33.8pp |
| Employer contribution / active EE | $3,589 | $1,729+107.7% | $2,476+45.0% | $2,551+40.7% |
| Participant deferral / active EE | $2,916 | $2,919-0.1% | $3,958-26.3% | $4,139-29.6% |
| Admin fee / account holder | $921 | $5,982-84.6% | $6,033-84.7% | $7,234-87.3% |