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 8-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 | $164,297 | $76,407+115.0% | $150,298+9.3% | $82,448+99.3% |
| Participation rate | 76.9% | 66.4%+10.5pp | 77.8%-0.8pp | 68.1%+8.9pp |
| Annual return | 11.15% | 39.99%-28.8pp | 62.79%-51.6pp | 41.64%-30.5pp |
| Employer contribution / active EE | $3,261 | $2,614+24.8% | $4,154-21.5% | $2,551+27.8% |
| Participant deferral / active EE | $7,971 | $3,214+148.0% | $5,453+46.2% | $4,139+92.6% |
| Admin fee / account holder | $95,097 | $6,352+1397.1% | $14,116+573.7% | $7,234+1214.5% |