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 6-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 | $158,060 | $102,317+54.5% | $146,958+7.6% | $80,856+95.5% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.2%+12.6pp | 67.6%+27.1pp |
| Annual return | 11.23% | 134.76%-123.5pp | 418.34%-407.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,208 | $3,713-67.5% | $4,933-75.5% | $2,755-56.2% |
| Participant deferral / active EE | $9,683 | $6,644+45.8% | $8,070+20.0% | $4,296+125.4% |
| Admin fee / account holder | $22,859 | $7,941+187.9% | $12,998+75.9% | $6,918+230.4% |