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 | $162,320 | $102,317+58.6% | $146,958+10.5% | $80,856+100.8% |
| Participation rate | 97.1% | 75.8%+21.2pp | 82.2%+14.9pp | 67.6%+29.4pp |
| Annual return | 11.06% | 134.76%-123.7pp | 418.34%-407.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,135 | $3,713-69.4% | $4,933-77.0% | $2,755-58.8% |
| Participant deferral / active EE | $8,398 | $6,644+26.4% | $8,070+4.1% | $4,296+95.5% |
| Admin fee / account holder | $2,606 | $7,941-67.2% | $12,998-79.9% | $6,918-62.3% |