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 5-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 | $157,255 | $56,053+180.5% | $75,972+107.0% | $80,856+94.5% |
| Participation rate | 93.2% | 62.0%+31.1pp | 69.1%+24.1pp | 67.6%+25.5pp |
| Annual return | 3.84% | 20.53%-16.7pp | 359.55%-355.7pp | 35.59%-31.7pp |
| Employer contribution / active EE | $14,786 | $1,874+689.0% | $2,685+450.7% | $2,755+436.7% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6,031 | $5,234+15.2% | $6,467-6.7% | $6,918-12.8% |