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 | $151,629 | $91,190+66.3% | $178,490-15.0% | $79,858+89.9% |
| Participation rate | 91.9% | 69.2%+22.7pp | 81.9%+10.0pp | 69.6%+22.3pp |
| Annual return | 9.60% | 24.19%-14.6pp | 151.07%-141.5pp | 31.71%-22.1pp |
| Employer contribution / active EE | $11,726 | $3,256+260.2% | $5,011+134.0% | $2,471+374.6% |
| Participant deferral / active EE | $8,018 | $3,236+147.8% | $5,202+54.1% | $3,740+114.4% |
| Admin fee / account holder | $4,472 | $6,751-33.8% | $13,984-68.0% | $5,306-15.7% |