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 | $223,532 | $81,947+172.8% | $105,387+112.1% | $72,985+206.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 2.43% | 42.90%-40.5pp | 26.82%-24.4pp | 81.00%-78.6pp |
| Employer contribution / active EE | $7,773 | $3,468+124.1% | $4,213+84.5% | $2,440+218.6% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $5,502-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,793 | $6,258-7.4% | $6,559-11.7% | $5,124+13.0% |