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 | $166,693 | $91,538+82.1% | $129,995+28.2% | $75,163+121.8% |
| Participation rate | 90.3% | 71.4%+18.9pp | 78.5%+11.8pp | 67.2%+23.1pp |
| Annual return | 9.37% | -631.11%+640.5pp | -137.18%+146.6pp | 160.62%-151.2pp |
| Employer contribution / active EE | $9,469 | $2,845+232.8% | $4,320+119.2% | $2,670+254.7% |
| Participant deferral / active EE | $4,564 | $4,341+5.1% | $5,820-21.6% | $4,125+10.6% |
| Admin fee / account holder | $26,649 | $6,790+292.5% | $10,614+151.1% | $5,651+371.6% |