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 | $174,885 | $91,190+91.8% | $178,490-2.0% | $79,858+119.0% |
| Participation rate | 90.3% | 69.2%+21.1pp | 81.9%+8.4pp | 69.6%+20.7pp |
| Annual return | 8.86% | 24.19%-15.3pp | 151.07%-142.2pp | 31.71%-22.9pp |
| Employer contribution / active EE | $6,389 | $3,256+96.2% | $5,011+27.5% | $2,471+158.6% |
| Participant deferral / active EE | $5,060 | $3,236+56.4% | $5,202-2.7% | $3,740+35.3% |
| Admin fee / account holder | $11,590 | $6,751+71.7% | $13,984-17.1% | $5,306+118.4% |