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 | $242,894 | $59,839+305.9% | $81,983+196.3% | $79,858+204.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 9.09% | 17.56%-8.5pp | 41.31%-32.2pp | 31.71%-22.6pp |
| Employer contribution / active EE | $2,470 | $1,713+44.2% | $2,498-1.1% | $2,4710% |
| Participant deferral / active EE | $15,117 | $2,695+460.9% | $3,722+306.2% | $3,740+304.2% |
| Admin fee / account holder | $33,830 | $4,287+689.1% | $5,664+497.3% | $5,306+537.5% |