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 | $180,541 | $102,317+76.5% | $146,958+22.9% | $80,856+123.3% |
| Participation rate | 98.3% | 75.8%+22.4pp | 82.2%+16.1pp | 67.6%+30.6pp |
| Annual return | 8.09% | 134.76%-126.7pp | 418.34%-410.2pp | 35.59%-27.5pp |
| Employer contribution / active EE | $5,928 | $3,713+59.7% | $4,933+20.2% | $2,755+115.2% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,429 | $7,941-69.4% | $12,998-81.3% | $6,918-64.9% |