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 | $174,542 | $91,190+91.4% | $178,490-2.2% | $79,858+118.6% |
| Participation rate | 97.3% | 69.2%+28.1pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 10.00% | 24.19%-14.2pp | 151.07%-141.1pp | 31.71%-21.7pp |
| Employer contribution / active EE | $9,081 | $3,256+178.9% | $5,011+81.2% | $2,471+267.5% |
| Participant deferral / active EE | $7,547 | $3,236+133.2% | $5,202+45.1% | $3,740+101.8% |
| Admin fee / account holder | $44,205 | $6,751+554.8% | $13,984+216.1% | $5,306+733.1% |