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 | $185,332 | $63,346+192.6% | $92,233+100.9% | $70,131+164.3% |
| Participation rate | 97.2% | 68.7%+28.5pp | 76.5%+20.7pp | 69.5%+27.7pp |
| Annual return | 8.69% | 530.12%-521.4pp | 176.28%-167.6pp | 73.14%-64.4pp |
| Employer contribution / active EE | $9,287 | $2,471+275.8% | $3,679+152.4% | $2,342+296.5% |
| Participant deferral / active EE | $5,138 | $2,854+80.0% | $3,897+31.9% | $3,332+54.2% |
| Admin fee / account holder | $16,427 | $3,840+327.7% | $5,194+216.3% | $4,645+253.6% |