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 | $168,544 | $54,762+207.8% | $90,281+86.7% | $72,985+130.9% |
| Participation rate | 95.7% | 65.1%+30.5pp | 73.3%+22.4pp | 69.5%+26.2pp |
| Annual return | 14.69% | 30.63%-15.9pp | 78.10%-63.4pp | 81.00%-66.3pp |
| Employer contribution / active EE | $11,315 | $2,092+440.8% | $2,854+296.4% | $2,440+363.8% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $13,498 | $3,972+239.8% | $5,351+152.2% | $5,124+163.4% |