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 6-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 | $241,560 | $81,248+197.3% | $155,509+55.3% | $80,856+198.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 7.84% | 33.31%-25.5pp | 64.67%-56.8pp | 35.59%-27.8pp |
| Employer contribution / active EE | $1,935 | $3,100-37.6% | $4,672-58.6% | $2,755-29.7% |
| Participant deferral / active EE | $3,128 | $3,452-9.4% | $5,626-44.4% | $4,296-27.2% |
| Admin fee / account holder | $60,032 | $7,997+650.7% | $15,912+277.3% | $6,918+767.8% |