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 | $172,831 | $68,346+152.9% | $94,646+82.6% | $75,163+129.9% |
| Participation rate | 96.0% | 76.1%+19.9pp | 80.8%+15.2pp | 67.2%+28.8pp |
| Annual return | 15.01% | 616.93%-601.9pp | 156.71%-141.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $7,165 | $2,701+165.3% | $3,672+95.1% | $2,670+168.4% |
| Participant deferral / active EE | $17,454 | $6,537+167.0% | $7,418+135.3% | $4,125+323.1% |
| Admin fee / account holder | $61,283 | $5,326+1050.7% | $7,231+747.5% | $5,651+984.5% |