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 | $151,833 | $30,400+399.4% | $53,898+181.7% | $84,808+79.0% |
| Participation rate | 87.9% | 46.4%+41.4pp | 55.0%+32.9pp | 68.3%+19.6pp |
| Annual return | 11.82% | 500.19%-488.4pp | 528.60%-516.8pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,677 | $603+344.1% | $932+187.2% | $2,631+1.7% |
| Participant deferral / active EE | $5,912 | $1,199+393.2% | $1,826+223.7% | $4,212+40.4% |
| Admin fee / account holder | $15,169 | $1,993+661.0% | $2,491+509.0% | $7,344+106.5% |