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 | $218,763 | $54,762+299.5% | $90,281+142.3% | $72,985+199.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 2.55% | 30.63%-28.1pp | 78.10%-75.6pp | 81.00%-78.5pp |
| Employer contribution / active EE | $7,554 | $2,092+261.0% | $2,854+164.6% | $2,440+209.6% |
| Participant deferral / active EE | $7,219 | $2,887+150.0% | $3,885+85.8% | $3,607+100.1% |
| Admin fee / account holder | $320 | $3,972-91.9% | $5,351-94.0% | $5,124-93.8% |