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 | $236,449 | $77,899+203.5% | $149,673+58.0% | $75,163+214.6% |
| Participation rate | 72.7% | 65.6%+7.1pp | 78.8%-6.0pp | 67.2%+5.5pp |
| Annual return | -1.17% | 31.72%-32.9pp | 134.42%-135.6pp | 160.62%-161.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,556 | $3,411+92.2% | $5,680+15.4% | $4,125+58.9% |
| Admin fee / account holder | $20,907 | $5,956+251.0% | $13,210+58.3% | $5,651+270.0% |