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 | $171,526 | $102,317+67.6% | $146,958+16.7% | $80,856+112.1% |
| Participation rate | 89.8% | 75.8%+14.0pp | 82.2%+7.6pp | 67.6%+22.2pp |
| Annual return | 9.49% | 134.76%-125.3pp | 418.34%-408.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $8,203 | $3,713+120.9% | $4,933+66.3% | $2,755+197.8% |
| Participant deferral / active EE | $7,834 | $6,644+17.9% | $8,070-2.9% | $4,296+82.4% |
| Admin fee / account holder | $13,756 | $7,941+73.2% | $12,998+5.8% | $6,918+98.8% |