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 | $175,282 | $81,208+115.8% | $98,907+77.2% | $79,858+119.5% |
| Participation rate | 92.6% | 72.5%+20.1pp | 76.0%+16.6pp | 69.6%+23.0pp |
| Annual return | 9.57% | 60.99%-51.4pp | 196.43%-186.9pp | 31.71%-22.1pp |
| Employer contribution / active EE | $2,193 | $1,960+11.9% | $2,689-18.4% | $2,471-11.3% |
| Participant deferral / active EE | $5,377 | $3,265+64.7% | $4,244+26.7% | $3,740+43.8% |
| Admin fee / account holder | $21,228 | $6,013+253.1% | $6,642+219.6% | $5,306+300.1% |