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 | $119,790 | $58,828+103.6% | $77,999+53.6% | $62,891+90.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | -5.81% | 17.16%-23.0pp | 425.96%-431.8pp | 20.14%-25.9pp |
| Employer contribution / active EE | $6,391 | $1,672+282.3% | $2,470+158.7% | $2,281+180.2% |
| Participant deferral / active EE | $7,852 | $2,686+192.4% | $3,497+124.6% | $3,203+145.2% |
| Admin fee / account holder | $15,318 | $4,393+248.7% | $5,480+179.5% | $4,296+256.6% |