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 | $193,388 | $85,202+127.0% | $172,739+12.0% | $72,985+165.0% |
| Participation rate | 96.2% | 70.1%+26.1pp | 82.6%+13.5pp | 69.5%+26.7pp |
| Annual return | 4.03% | 27.32%-23.3pp | 802.84%-798.8pp | 81.00%-77.0pp |
| Employer contribution / active EE | $10,060 | $3,324+202.6% | $5,143+95.6% | $2,440+312.3% |
| Participant deferral / active EE | $8,005 | $3,260+145.5% | $5,198+54.0% | $3,607+121.9% |
| Admin fee / account holder | $589 | $5,884-90.0% | $13,954-95.8% | $5,124-88.5% |