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 | $185,094 | $74,888+147.2% | $71,209+159.9% | $142,382+30.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 11.77% | 345.14%-333.4pp | 282.51%-270.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $12,193 | $2,854+327.2% | $2,721+348.1% | $4,299+183.6% |
| Participant deferral / active EE | $13,058 | $4,454+193.1% | $4,175+212.8% | $6,507+100.7% |
| Admin fee / account holder | $3,504 | $5,568-37.1% | $5,349-34.5% | $12,624-72.2% |