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 | $180,518 | $74,888+141.1% | $71,209+153.5% | $142,382+26.8% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 12.47% | 345.14%-332.7pp | 282.51%-270.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $6,370 | $2,854+123.2% | $2,721+134.1% | $4,299+48.2% |
| Participant deferral / active EE | $8,848 | $4,454+98.6% | $4,175+111.9% | $6,507+36.0% |
| Admin fee / account holder | $40,091 | $5,568+620.0% | $5,349+649.5% | $12,624+217.6% |