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 | $163,691 | $115,770+41.4% | $101,248+61.7% | $158,922+3.0% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 6.87% | 56.14%-49.3pp | 46.47%-39.6pp | 302.83%-296.0pp |
| Employer contribution / active EE | $14,334 | $4,175+243.4% | $3,660+291.7% | $4,761+201.1% |
| Participant deferral / active EE | $11,501 | $4,957+132.0% | $4,370+163.2% | $5,982+92.3% |
| Admin fee / account holder | $158,039 | $7,245+2081.4% | $5,945+2558.1% | $11,246+1305.3% |