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 | $181,874 | $58,828+209.2% | $77,999+133.2% | $62,891+189.2% |
| Participation rate | 93.0% | 71.1%+21.9pp | 75.5%+17.4pp | 69.3%+23.7pp |
| Annual return | -0.88% | 17.16%-18.0pp | 425.96%-426.8pp | 20.14%-21.0pp |
| Employer contribution / active EE | $1,758 | $1,672+5.2% | $2,470-28.8% | $2,281-22.9% |
| Participant deferral / active EE | $4,864 | $2,686+81.1% | $3,497+39.1% | $3,203+51.9% |
| Admin fee / account holder | $9,131 | $4,393+107.8% | $5,480+66.6% | $4,296+112.6% |