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 | $143,169 | $91,190+57.0% | $178,490-19.8% | $79,858+79.3% |
| Participation rate | 89.5% | 69.2%+20.3pp | 81.9%+7.5pp | 69.6%+19.8pp |
| Annual return | 4.27% | 24.19%-19.9pp | 151.07%-146.8pp | 31.71%-27.4pp |
| Employer contribution / active EE | $5,519 | $3,256+69.5% | $5,011+10.1% | $2,471+123.4% |
| Participant deferral / active EE | $5,606 | $3,236+73.2% | $5,202+7.8% | $3,740+49.9% |
| Admin fee / account holder | $93,449 | $6,751+1284.2% | $13,984+568.3% | $5,306+1661.1% |