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 | $208,790 | $54,762+281.3% | $90,281+131.3% | $72,985+186.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 15.77% | 30.63%-14.9pp | 78.10%-62.3pp | 81.00%-65.2pp |
| Employer contribution / active EE | $8,496 | $2,092+306.0% | $2,854+197.7% | $2,440+248.2% |
| Participant deferral / active EE | $9,599 | $2,887+232.5% | $3,885+147.1% | $3,607+166.1% |
| Admin fee / account holder | $3,609 | $3,972-9.1% | $5,351-32.5% | $5,124-29.6% |