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 | $149,350 | $80,968+84.5% | $96,544+54.7% | $75,163+98.7% |
| Participation rate | 95.8% | 71.8%+24.0pp | 76.0%+19.8pp | 67.2%+28.6pp |
| Annual return | -1.45% | 27.06%-28.5pp | 25.84%-27.3pp | 160.62%-162.1pp |
| Employer contribution / active EE | $6,014 | $2,282+163.6% | $2,965+102.8% | $2,670+125.3% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $24,708 | $6,724+267.4% | $8,252+199.4% | $5,651+337.2% |