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 | $216,599 | $83,477+159.5% | $125,175+73.0% | $72,985+196.8% |
| Participation rate | 95.9% | 73.3%+22.6pp | 79.8%+16.1pp | 69.5%+26.4pp |
| Annual return | 1.91% | 25.78%-23.9pp | 43.79%-41.9pp | 81.00%-79.1pp |
| Employer contribution / active EE | $24,736 | $2,345+954.8% | $3,865+539.9% | $2,440+913.9% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $16,679 | $5,517+202.3% | $9,702+71.9% | $5,124+225.5% |