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 | $158,259 | $62,573+152.9% | $85,682+84.7% | $85,850+84.3% |
| Participation rate | 90.7% | 61.1%+29.6pp | 69.9%+20.9pp | 69.3%+21.4pp |
| Annual return | 10.80% | 23.77%-13.0pp | 21.49%-10.7pp | 318.53%-307.7pp |
| Employer contribution / active EE | $18,208 | $1,757+936.4% | $2,618+595.4% | $2,565+609.8% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,300 | $4,640+122.0% | $6,873+49.9% | $6,260+64.5% |