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 | $235,469 | $58,512+302.4% | $84,015+180.3% | $72,985+222.6% |
| Participation rate | 94.7% | 61.2%+33.5pp | 69.0%+25.7pp | 69.5%+25.3pp |
| Annual return | 1.78% | 28.93%-27.2pp | 71.31%-69.5pp | 81.00%-79.2pp |
| Employer contribution / active EE | $4,934 | $1,163+324.3% | $1,983+148.8% | $2,440+102.2% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,820 | $4,569+27.4% | $6,101-4.6% | $5,124+13.6% |