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 | $168,919 | $58,879+186.9% | $178,490-5.4% | $73,488+129.9% |
| Participation rate | 89.8% | 66.2%+23.6pp | 81.9%+7.9pp | 70.7%+19.1pp |
| Annual return | 8.18% | 24.86%-16.7pp | 151.07%-142.9pp | 28.51%-20.3pp |
| Employer contribution / active EE | $6,414 | $2,236+186.8% | $5,011+28.0% | $2,270+182.6% |
| Participant deferral / active EE | $4,865 | $2,567+89.5% | $5,202-6.5% | $3,740+30.1% |
| Admin fee / account holder | $6,741 | $400+1584.0% | $13,984-51.8% | $513+1213.9% |