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 | $163,462 | $61,660+165.1% | $80,019+104.3% | $64,186+154.7% |
| Participation rate | 97.1% | 71.7%+25.5pp | 75.8%+21.3pp | 69.6%+27.6pp |
| Annual return | -8.48% | -0.33%-8.2pp | 11.22%-19.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $4,597 | $1,810+153.9% | $2,468+86.3% | $2,381+93.1% |
| Participant deferral / active EE | $10,731 | $2,968+261.6% | $3,686+191.2% | $3,470+209.3% |
| Admin fee / account holder | $14,865 | $5,417+174.4% | $6,521+128.0% | $4,888+204.1% |