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 | $233,224 | $91,190+155.8% | $178,490+30.7% | $79,858+192.0% |
| Participation rate | 97.3% | 69.2%+28.1pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | -3.70% | 24.19%-27.9pp | 151.07%-154.8pp | 31.71%-35.4pp |
| Employer contribution / active EE | $11,217 | $3,256+244.5% | $5,011+123.9% | $2,471+354.0% |
| Participant deferral / active EE | $6,147 | $3,236+90.0% | $5,202+18.2% | $3,740+64.4% |
| Admin fee / account holder | $46,168 | $6,751+583.9% | $13,984+230.2% | $5,306+770.1% |