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 | $123,939 | $60,892+103.5% | $82,389+50.4% | $84,808+46.1% |
| Participation rate | 87.5% | 63.3%+24.2pp | 69.5%+18.0pp | 68.3%+19.2pp |
| Annual return | 12.07% | 37.29%-25.2pp | 28.67%-16.6pp | 40.90%-28.8pp |
| Employer contribution / active EE | $6,919 | $1,779+288.9% | $2,517+174.9% | $2,631+163.0% |
| Participant deferral / active EE | $0 | $3,179-100.0% | $4,155-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,728 | $5,467-13.5% | $7,231-34.6% | $7,344-35.6% |