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 | $157,959 | $102,317+54.4% | $146,958+7.5% | $80,856+95.4% |
| Participation rate | 92.4% | 75.8%+16.6pp | 82.2%+10.2pp | 67.6%+24.8pp |
| Annual return | 11.37% | 134.76%-123.4pp | 418.34%-407.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $4,120 | $3,713+10.9% | $4,933-16.5% | $2,755+49.5% |
| Participant deferral / active EE | $9,893 | $6,644+48.9% | $8,070+22.6% | $4,296+130.3% |
| Admin fee / account holder | $647 | $7,941-91.9% | $12,998-95.0% | $6,918-90.6% |