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 | $151,316 | $81,208+86.3% | $98,907+53.0% | $79,858+89.5% |
| Participation rate | 96.4% | 72.5%+23.9pp | 76.0%+20.3pp | 69.6%+26.7pp |
| Annual return | 5.93% | 60.99%-55.1pp | 196.43%-190.5pp | 31.71%-25.8pp |
| Employer contribution / active EE | $14,417 | $1,960+635.7% | $2,689+436.2% | $2,471+483.5% |
| Participant deferral / active EE | $7,502 | $3,265+129.8% | $4,244+76.7% | $3,740+100.6% |
| Admin fee / account holder | $32,508 | $6,013+440.6% | $6,642+389.5% | $5,306+512.6% |