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 | $118,686 | $70,428+68.5% | $96,562+22.9% | $85,850+38.2% |
| Participation rate | 92.7% | 61.8%+30.9pp | 69.8%+22.9pp | 69.3%+23.4pp |
| Annual return | 4.22% | 18.59%-14.4pp | 37.78%-33.6pp | 318.53%-314.3pp |
| Employer contribution / active EE | $6,454 | $1,413+356.8% | $2,356+173.9% | $2,565+151.6% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,874 | $4,997-62.5% | $6,181-69.7% | $6,260-70.1% |