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 | $160,645 | $89,355+79.8% | $141,162+13.8% | $72,985+120.1% |
| Participation rate | 97.8% | 75.1%+22.7pp | 82.5%+15.3pp | 69.5%+28.3pp |
| Annual return | 18.79% | 111.85%-93.1pp | 71.39%-52.6pp | 81.00%-62.2pp |
| Employer contribution / active EE | $7,016 | $3,114+125.3% | $4,735+48.2% | $2,440+187.6% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,009 | $5,958-83.1% | $10,261-90.2% | $5,124-80.3% |