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 | $245,987 | $102,317+140.4% | $146,958+67.4% | $80,856+204.2% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 11.00% | 134.76%-123.8pp | 418.34%-407.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $4,187 | $3,713+12.7% | $4,933-15.1% | $2,755+52.0% |
| Participant deferral / active EE | $11,812 | $6,644+77.8% | $8,070+46.4% | $4,296+175.0% |
| Admin fee / account holder | $68,820 | $7,941+766.6% | $12,998+429.5% | $6,918+894.8% |