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 | $153,527 | $48,076+219.3% | $78,689+95.1% | $62,891+144.1% |
| Participation rate | 97.9% | 65.2%+32.7pp | 73.6%+24.3pp | 69.3%+28.6pp |
| Annual return | -1.84% | 31.35%-33.2pp | 62.18%-64.0pp | 20.14%-22.0pp |
| Employer contribution / active EE | $7,323 | $2,015+263.5% | $2,851+156.9% | $2,281+221.1% |
| Participant deferral / active EE | $6,632 | $2,588+156.3% | $3,517+88.6% | $3,203+107.1% |
| Admin fee / account holder | $62,500 | $3,207+1848.7% | $4,510+1285.7% | $4,296+1355.0% |