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 | $111,785 | $71,050+57.3% | $93,606+19.4% | $80,856+38.3% |
| Participation rate | 97.5% | 60.4%+37.1pp | 68.7%+28.8pp | 67.6%+29.9pp |
| Annual return | 9.35% | 11.26%-1.9pp | 133.20%-123.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $8,125 | $1,564+419.6% | $2,420+235.8% | $2,755+194.9% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $34,278 | $6,945+393.6% | $8,285+313.7% | $6,918+395.5% |