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 | $65,573 | $53,127+23.4% | $86,590-24.3% | $70,131-6.5% |
| Participation rate | 97.6% | 65.3%+32.3pp | 73.5%+24.1pp | 69.5%+28.1pp |
| Annual return | 10.96% | 27.66%-16.7pp | 964.84%-953.9pp | 73.14%-62.2pp |
| Employer contribution / active EE | $4,135 | $2,068+99.9% | $2,839+45.6% | $2,342+76.5% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $15,322 | $3,585+327.3% | $4,906+212.3% | $4,645+229.8% |