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 | $159,446 | $85,202+87.1% | $172,739-7.7% | $72,985+118.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 12.89% | 27.32%-14.4pp | 802.84%-790.0pp | 81.00%-68.1pp |
| Employer contribution / active EE | $4,265 | $3,324+28.3% | $5,143-17.1% | $2,440+74.8% |
| Participant deferral / active EE | $8,162 | $3,260+150.3% | $5,198+57.0% | $3,607+126.3% |
| Admin fee / account holder | $5,082 | $5,884-13.6% | $13,954-63.6% | $5,124-0.8% |