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 | $192,072 | $83,902+128.9% | $167,512+14.7% | $84,808+126.5% |
| Participation rate | 96.1% | 66.5%+29.6pp | 77.1%+19.0pp | 68.3%+27.8pp |
| Annual return | 11.89% | 91.55%-79.7pp | 1615.79%-1603.9pp | 40.90%-29.0pp |
| Employer contribution / active EE | $3,136 | $2,264+38.5% | $3,882-19.2% | $2,631+19.2% |
| Participant deferral / active EE | $7,906 | $4,442+78.0% | $6,405+23.4% | $4,212+87.7% |
| Admin fee / account holder | $16,991 | $7,915+114.7% | $9,769+73.9% | $7,344+131.4% |