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 | $249,747 | $89,753+178.3% | $107,525+132.3% | $84,808+194.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 4.29% | 29.48%-25.2pp | 181.32%-177.0pp | 40.90%-36.6pp |
| Employer contribution / active EE | $11,052 | $3,113+255.0% | $3,754+194.4% | $2,631+320.1% |
| Participant deferral / active EE | $8,749 | $4,056+115.7% | $5,116+71.0% | $4,212+107.7% |
| Admin fee / account holder | $4,687 | $7,222-35.1% | $8,919-47.4% | $7,344-36.2% |