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 | $188,499 | $109,413+72.3% | $156,263+20.6% | $84,808+122.3% |
| Participation rate | 98.4% | 72.7%+25.7pp | 78.9%+19.5pp | 68.3%+30.0pp |
| Annual return | 2.89% | 20.18%-17.3pp | 59.47%-56.6pp | 40.90%-38.0pp |
| Employer contribution / active EE | $16,876 | $2,907+480.5% | $4,333+289.5% | $2,631+541.4% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $23,408 | $9,357+150.2% | $14,255+64.2% | $7,344+218.7% |