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 4-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 | $162,121 | $91,538+77.1% | $129,995+24.7% | $75,163+115.7% |
| Participation rate | 97.1% | 71.4%+25.6pp | 78.5%+18.6pp | 67.2%+29.9pp |
| Annual return | 8.21% | -631.11%+639.3pp | -137.18%+145.4pp | 160.62%-152.4pp |
| Employer contribution / active EE | $9,904 | $2,845+248.1% | $4,320+129.3% | $2,670+271.0% |
| Participant deferral / active EE | $3,808 | $4,341-12.3% | $5,820-34.6% | $4,125-7.7% |
| Admin fee / account holder | $24,817 | $6,790+265.5% | $10,614+133.8% | $5,651+339.2% |