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 | $139,701 | $70,428+98.4% | $96,562+44.7% | $85,850+62.7% |
| Participation rate | 81.1% | 61.8%+19.3pp | 69.8%+11.3pp | 69.3%+11.8pp |
| Annual return | 10.07% | 18.59%-8.5pp | 37.78%-27.7pp | 318.53%-308.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,522 | $2,894+159.9% | $3,849+95.4% | $3,952+90.4% |
| Admin fee / account holder | $18,252 | $4,997+265.3% | $6,181+195.3% | $6,260+191.6% |