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 | $174,336 | $84,233+107.0% | $170,442+2.3% | $70,131+148.6% |
| Participation rate | 98.2% | 70.8%+27.4pp | 83.6%+14.6pp | 69.5%+28.6pp |
| Annual return | 8.34% | 23.06%-14.7pp | 205.93%-197.6pp | 73.14%-64.8pp |
| Employer contribution / active EE | $11,644 | $3,387+243.8% | $5,433+114.3% | $2,342+397.1% |
| Participant deferral / active EE | $1,997 | $3,086-35.3% | $4,939-59.6% | $3,332-40.0% |
| Admin fee / account holder | $77,858 | $5,698+1266.4% | $13,880+460.9% | $4,645+1576.0% |