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 3-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 | $173,868 | $83,902+107.2% | $167,512+3.8% | $84,808+105.0% |
| Participation rate | 91.8% | 66.5%+25.4pp | 77.1%+14.8pp | 68.3%+23.5pp |
| Annual return | 12.76% | 91.55%-78.8pp | 1615.79%-1603.0pp | 40.90%-28.1pp |
| Employer contribution / active EE | $3,648 | $2,264+61.2% | $3,882-6.0% | $2,631+38.7% |
| Participant deferral / active EE | $9,875 | $4,442+122.3% | $6,405+54.2% | $4,212+134.5% |
| Admin fee / account holder | $57,427 | $7,915+625.5% | $9,769+487.8% | $7,344+682.0% |