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 9-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 | $172,615 | $77,899+121.6% | $149,673+15.3% | $75,163+129.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.25% | 31.72%-19.5pp | 134.42%-122.2pp | 160.62%-148.4pp |
| Employer contribution / active EE | $9,799 | $3,137+212.3% | $4,818+103.4% | $2,670+267.0% |
| Participant deferral / active EE | $6,372 | $3,411+86.8% | $5,680+12.2% | $4,125+54.5% |
| Admin fee / account holder | $18,154 | $5,956+204.8% | $13,210+37.4% | $5,651+221.3% |