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 9-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 | $168,759 | $77,899+116.6% | $149,673+12.8% | $75,163+124.5% |
| Participation rate | 96.9% | 65.6%+31.3pp | 78.8%+18.1pp | 67.2%+29.7pp |
| Annual return | 11.83% | 31.72%-19.9pp | 134.42%-122.6pp | 160.62%-148.8pp |
| Employer contribution / active EE | $2,669 | $3,137-14.9% | $4,818-44.6% | $2,6700% |
| Participant deferral / active EE | $5,892 | $3,411+72.7% | $5,680+3.7% | $4,125+42.8% |
| Admin fee / account holder | $26,265 | $5,956+341.0% | $13,210+98.8% | $5,651+364.8% |