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 | $230,762 | $72,177+219.7% | $115,037+100.6% | $59,632+287.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.91% | 12.02%-14.9pp | 26.14%-29.0pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $3,312 | $2,841+16.6% | $4,608-28.1% | $2,203+50.4% |
| Participant deferral / active EE | $4,592 | $4,783-4.0% | $6,026-23.8% | $3,192+43.9% |
| Admin fee / account holder | $2,287 | $4,927-53.6% | $8,175-72.0% | $4,297-46.8% |