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 | $203,662 | $74,888+172.0% | $71,209+186.0% | $142,382+43.0% |
| Participation rate | 95.8% | 76.2%+19.6pp | 73.8%+22.1pp | 80.1%+15.7pp |
| Annual return | 11.20% | 345.14%-333.9pp | 282.51%-271.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $5,069 | $2,854+77.6% | $2,721+86.3% | $4,299+17.9% |
| Participant deferral / active EE | $17,524 | $4,454+293.4% | $4,175+319.7% | $6,507+169.3% |
| Admin fee / account holder | $82,946 | $5,568+1389.6% | $5,349+1450.7% | $12,624+557.1% |