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 | $238,568 | $85,202+180.0% | $172,739+38.1% | $72,985+226.9% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.6%+13.7pp | 69.5%+26.8pp |
| Annual return | -3.35% | 27.32%-30.7pp | 802.84%-806.2pp | 81.00%-84.4pp |
| Employer contribution / active EE | $4,000 | $3,324+20.3% | $5,143-22.2% | $2,440+63.9% |
| Participant deferral / active EE | $6,748 | $3,260+107.0% | $5,198+29.8% | $3,607+87.1% |
| Admin fee / account holder | $4,986 | $5,884-15.3% | $13,954-64.3% | $5,124-2.7% |