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 | $225,908 | $65,041+247.3% | $90,951+148.4% | $79,858+182.9% |
| Participation rate | 92.7% | 61.6%+31.1pp | 69.0%+23.7pp | 69.6%+23.1pp |
| Annual return | 7.54% | 30.45%-22.9pp | 134.60%-127.1pp | 31.71%-24.2pp |
| Employer contribution / active EE | $4,549 | $1,247+264.7% | $2,122+114.4% | $2,471+84.1% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $45,643 | $4,536+906.2% | $5,959+666.0% | $5,306+760.2% |