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 9-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 | $240,359 | $125,758+91.1% | $169,993+41.4% | $75,163+219.8% |
| Participation rate | 96.0% | 83.6%+12.4pp | 87.0%+9.0pp | 67.2%+28.8pp |
| Annual return | 12.82% | 27.20%-14.4pp | 53.37%-40.6pp | 160.62%-147.8pp |
| Employer contribution / active EE | $8,300 | $4,615+79.9% | $6,785+22.3% | $2,670+210.9% |
| Participant deferral / active EE | $12,747 | $6,837+86.4% | $10,408+22.5% | $4,125+209.0% |
| Admin fee / account holder | $42,352 | $8,173+418.2% | $12,815+230.5% | $5,651+649.5% |