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 | $123,555 | $58,512+111.2% | $84,015+47.1% | $72,985+69.3% |
| Participation rate | 96.4% | 61.2%+35.2pp | 69.0%+27.4pp | 69.5%+26.9pp |
| Annual return | 0.79% | 28.93%-28.1pp | 71.31%-70.5pp | 81.00%-80.2pp |
| Employer contribution / active EE | $357 | $1,163-69.3% | $1,983-82.0% | $2,440-85.4% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $11,533 | $4,569+152.4% | $6,101+89.0% | $5,124+125.1% |