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 | $188,913 | $91,538+106.4% | $129,995+45.3% | $75,163+151.3% |
| Participation rate | 88.5% | 71.4%+17.0pp | 78.5%+10.0pp | 67.2%+21.3pp |
| Annual return | 8.02% | -631.11%+639.1pp | -137.18%+145.2pp | 160.62%-152.6pp |
| Employer contribution / active EE | $2,885 | $2,845+1.4% | $4,320-33.2% | $2,670+8.0% |
| Participant deferral / active EE | $9,385 | $4,341+116.2% | $5,820+61.2% | $4,125+127.5% |
| Admin fee / account holder | $38,589 | $6,790+468.3% | $10,614+263.6% | $5,651+582.9% |