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 9-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 | $157,647 | $72,071+118.7% | $68,368+130.6% | $137,256+14.9% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 10.85% | 353.14%-342.3pp | 292.57%-281.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,102 | $2,788-60.5% | $2,649-58.4% | $4,156-73.5% |
| Participant deferral / active EE | $14,234 | $4,410+222.8% | $4,123+245.3% | $6,407+122.2% |
| Admin fee / account holder | $18,653 | $5,336+249.6% | $5,150+262.2% | $12,270+52.0% |