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 | $199,877 | $101,724+96.5% | $164,813+21.3% | $80,856+147.2% |
| Participation rate | 98.3% | 71.8%+26.5pp | 78.6%+19.7pp | 67.6%+30.7pp |
| Annual return | -0.28% | 16.72%-17.0pp | 69.93%-70.2pp | 35.59%-35.9pp |
| Employer contribution / active EE | $15,237 | $2,953+415.9% | $4,341+251.0% | $2,755+453.1% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $19,591 | $8,227+138.1% | $12,690+54.4% | $6,918+183.2% |