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 | $222,756 | $58,851+278.5% | $115,157+93.4% | $72,985+205.2% |
| Participation rate | 97.2% | 65.5%+31.6pp | 75.9%+21.3pp | 69.5%+27.7pp |
| Annual return | 3.17% | 23.16%-20.0pp | 35.60%-32.4pp | 81.00%-77.8pp |
| Employer contribution / active EE | $12,927 | $1,798+619.0% | $3,179+306.7% | $2,440+429.8% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,168-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,294 | $6,370-64.0% | $7,088-67.6% | $5,124-55.2% |