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 | $151,268 | $91,538+65.3% | $129,995+16.4% | $75,163+101.3% |
| Participation rate | 97.1% | 71.4%+25.7pp | 78.5%+18.7pp | 67.2%+30.0pp |
| Annual return | 11.36% | -631.11%+642.5pp | -137.18%+148.5pp | 160.62%-149.3pp |
| Employer contribution / active EE | $3,508 | $2,845+23.3% | $4,320-18.8% | $2,670+31.4% |
| Participant deferral / active EE | $10,335 | $4,341+138.1% | $5,820+77.6% | $4,125+150.5% |
| Admin fee / account holder | $8,938 | $6,790+31.6% | $10,614-15.8% | $5,651+58.2% |