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 | $239,974 | $61,660+289.2% | $80,019+199.9% | $64,186+273.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -9.16% | -0.33%-8.8pp | 11.22%-20.4pp | 7.63%-16.8pp |
| Employer contribution / active EE | $4,223 | $1,810+133.3% | $2,468+71.1% | $2,381+77.4% |
| Participant deferral / active EE | $6,944 | $2,968+134.0% | $3,686+88.4% | $3,470+100.1% |
| Admin fee / account holder | $10,662 | $5,417+96.8% | $6,521+63.5% | $4,888+118.1% |