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 8-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 | $161,847 | $80,968+99.9% | $96,544+67.6% | $75,163+115.3% |
| Participation rate | 80.4% | 71.8%+8.6pp | 76.0%+4.4pp | 67.2%+13.2pp |
| Annual return | 10.97% | 27.06%-16.1pp | 25.84%-14.9pp | 160.62%-149.6pp |
| Employer contribution / active EE | $10,046 | $2,282+340.3% | $2,965+238.8% | $2,670+276.3% |
| Participant deferral / active EE | $4,681 | $3,928+19.2% | $4,851-3.5% | $4,125+13.5% |
| Admin fee / account holder | $20,470 | $6,724+204.4% | $8,252+148.1% | $5,651+262.2% |