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 | $159,717 | $76,367+109.1% | $93,606+70.6% | $72,985+118.8% |
| Participation rate | 96.4% | 71.7%+24.6pp | 75.8%+20.5pp | 69.5%+26.9pp |
| Annual return | 4.48% | 25.82%-21.3pp | 32.76%-28.3pp | 81.00%-76.5pp |
| Employer contribution / active EE | $8,365 | $2,275+267.7% | $2,718+207.8% | $2,440+242.9% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,552 | $6,838-77.3% | $7,888-80.3% | $5,124-69.7% |