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 8-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 | $220,978 | $54,705+303.9% | $71,209+210.3% | $84,808+160.6% |
| Participation rate | 96.1% | 64.1%+32.0pp | 73.8%+22.3pp | 68.3%+27.8pp |
| Annual return | 3.01% | 35.90%-32.9pp | 282.51%-279.5pp | 40.90%-37.9pp |
| Employer contribution / active EE | $1,991 | $2,158-7.7% | $2,721-26.8% | $2,631-24.3% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,479 | $4,863-69.6% | $5,349-72.3% | $7,344-79.9% |