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 | $209,646 | $56,897+268.5% | $84,750+147.4% | $62,891+233.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -2.66% | 6.30%-9.0pp | 22.78%-25.4pp | 20.14%-22.8pp |
| Employer contribution / active EE | $11,733 | $2,400+388.9% | $3,574+228.3% | $2,281+414.4% |
| Participant deferral / active EE | $4,783 | $2,709+76.6% | $3,712+28.9% | $3,203+49.3% |
| Admin fee / account holder | $17,443 | $3,581+387.1% | $5,332+227.1% | $4,296+306.1% |