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 9-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 | $169,422 | $65,703+157.9% | $94,224+79.8% | $59,632+184.1% |
| Participation rate | 91.2% | 72.1%+19.1pp | 78.8%+12.4pp | 68.7%+22.5pp |
| Annual return | -2.93% | 5.22%-8.2pp | 10.68%-13.6pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $2,734 | $2,021+35.3% | $3,587-23.8% | $2,203+24.1% |
| Participant deferral / active EE | $9,201 | $3,143+192.8% | $4,320+113.0% | $3,192+188.3% |
| Admin fee / account holder | $9,307 | $4,264+118.3% | $6,269+48.5% | $4,297+116.6% |