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 | $174,489 | $100,923+72.9% | $150,045+16.3% | $74,304+134.8% |
| Participation rate | 89.7% | 70.1%+19.6pp | 82.3%+7.3pp | 60.3%+29.3pp |
| Annual return | 12.92% | 51.77%-38.8pp | 62.55%-49.6pp | 29.43%-16.5pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $9,619 | $6,709+43.4% | $7,997+20.3% | $3,767+155.3% |
| Admin fee / account holder | $5,122 | $2,767+85.1% | $13,435-61.9% | $2,969+72.5% |