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 | $234,388 | $86,929+169.6% | $102,423+128.8% | $80,856+189.9% |
| Participation rate | 98.6% | 72.4%+26.2pp | 76.5%+22.1pp | 67.6%+30.9pp |
| Annual return | 9.23% | 18.88%-9.7pp | 29.32%-20.1pp | 35.59%-26.4pp |
| Employer contribution / active EE | $18,582 | $2,369+684.3% | $3,023+514.6% | $2,755+574.5% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $19,637 | $8,049+144.0% | $9,451+107.8% | $6,918+183.8% |