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 | $227,828 | $78,422+190.5% | $95,952+137.4% | $79,858+185.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 9.24% | 19.37%-10.1pp | 91.61%-82.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,710 | $1,945-12.1% | $2,541-32.7% | $2,471-30.8% |
| Participant deferral / active EE | $3,034 | $3,440-11.8% | $4,167-27.2% | $3,740-18.9% |
| Admin fee / account holder | $13,121 | $5,622+133.4% | $6,795+93.1% | $5,306+147.3% |