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 | $147,020 | $57,016+157.9% | $84,966+73.0% | $80,856+81.8% |
| Participation rate | 93.5% | 56.3%+37.2pp | 67.5%+26.0pp | 67.6%+25.9pp |
| Annual return | 8.62% | 21.66%-13.0pp | 66.38%-57.8pp | 35.59%-27.0pp |
| Employer contribution / active EE | $9,747 | $1,798+442.2% | $2,727+257.4% | $2,755+253.8% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $5,908 | $4,980+18.6% | $6,149-3.9% | $6,918-14.6% |