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 | $201,250 | $109,881+83.2% | $150,045+34.1% | $84,808+137.3% |
| Participation rate | 70.5% | 76.1%-5.6pp | 82.3%-11.9pp | 68.3%+2.1pp |
| Annual return | 12.75% | 28.25%-15.5pp | 62.55%-49.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,334 | $6,636+25.6% | $7,997+4.2% | $4,212+97.9% |
| Admin fee / account holder | $25,614 | $8,568+199.0% | $13,435+90.7% | $7,344+248.8% |