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 10-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 | $178,622 | $89,355+99.9% | $141,162+26.5% | $72,985+144.7% |
| Participation rate | 90.5% | 75.1%+15.4pp | 82.5%+8.0pp | 69.5%+21.0pp |
| Annual return | 16.99% | 111.85%-94.9pp | 71.39%-54.4pp | 81.00%-64.0pp |
| Employer contribution / active EE | $1,060 | $3,114-66.0% | $4,735-77.6% | $2,440-56.5% |
| Participant deferral / active EE | $10,943 | $5,418+102.0% | $6,709+63.1% | $3,607+203.3% |
| Admin fee / account holder | $15,634 | $5,958+162.4% | $10,261+52.4% | $5,124+205.1% |