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 | $167,614 | $77,813+115.4% | $123,544+35.7% | $64,186+161.1% |
| Participation rate | 89.7% | 74.7%+15.0pp | 82.3%+7.4pp | 69.6%+20.2pp |
| Annual return | -8.38% | 12.48%-20.9pp | 119.20%-127.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $7,942 | $3,014+163.5% | $4,628+71.6% | $2,381+233.6% |
| Participant deferral / active EE | $8,874 | $5,240+69.4% | $6,426+38.1% | $3,470+155.8% |
| Admin fee / account holder | $13,371 | $5,519+142.3% | $9,284+44.0% | $4,888+173.5% |