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 | $181,710 | $105,181+72.8% | $159,436+14.0% | $85,850+111.7% |
| Participation rate | 90.2% | 75.8%+14.4pp | 82.8%+7.4pp | 69.3%+20.9pp |
| Annual return | 10.39% | 45.07%-34.7pp | 263.57%-253.2pp | 318.53%-308.1pp |
| Employer contribution / active EE | $8,637 | $3,318+160.3% | $4,829+78.8% | $2,565+236.7% |
| Participant deferral / active EE | $10,515 | $5,945+76.9% | $7,352+43.0% | $3,952+166.1% |
| Admin fee / account holder | $4,605 | $6,933-33.6% | $10,799-57.4% | $6,260-26.4% |