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 | $180,709 | $39,122+361.9% | $57,179+216.0% | $62,891+187.3% |
| Participation rate | 87.9% | 70.5%+17.4pp | 75.3%+12.5pp | 69.3%+18.6pp |
| Annual return | 0.06% | 9.23%-9.2pp | 14.59%-14.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $5,313 | $1,874+183.5% | $2,682+98.1% | $2,281+132.9% |
| Participant deferral / active EE | $8,809 | $2,374+271.1% | $3,096+184.5% | $3,203+175.0% |
| Admin fee / account holder | $15,101 | $2,592+482.6% | $3,139+381.1% | $4,296+251.6% |