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 | $179,791 | $102,317+75.7% | $146,958+22.3% | $80,856+122.4% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.2%+15.3pp | 67.6%+29.8pp |
| Annual return | 10.85% | 134.76%-123.9pp | 418.34%-407.5pp | 35.59%-24.7pp |
| Employer contribution / active EE | $3,171 | $3,713-14.6% | $4,933-35.7% | $2,755+15.1% |
| Participant deferral / active EE | $7,466 | $6,644+12.4% | $8,070-7.5% | $4,296+73.8% |
| Admin fee / account holder | $6,986 | $7,941-12.0% | $12,998-46.3% | $6,918+1.0% |