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 | $248,368 | $77,634+219.9% | $156,549+58.7% | $62,891+294.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 2.05% | 50.32%-48.3pp | 32.23%-30.2pp | 20.14%-18.1pp |
| Employer contribution / active EE | $17,094 | $3,444+396.4% | $5,501+210.7% | $2,281+649.4% |
| Participant deferral / active EE | $10,540 | $3,045+246.1% | $4,871+116.4% | $3,203+229.1% |
| Admin fee / account holder | $41,854 | $5,561+652.6% | $13,027+221.3% | $4,296+874.3% |