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 | $112,398 | $83,902+34.0% | $167,512-32.9% | $84,808+32.5% |
| Participation rate | 95.6% | 66.5%+29.1pp | 77.1%+18.5pp | 68.3%+27.2pp |
| Annual return | 12.74% | 91.55%-78.8pp | 1615.79%-1603.1pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,153 | $2,264+39.3% | $3,882-18.8% | $2,631+19.8% |
| Participant deferral / active EE | $4,598 | $4,442+3.5% | $6,405-28.2% | $4,212+9.2% |
| Admin fee / account holder | $4,161 | $7,915-47.4% | $9,769-57.4% | $7,344-43.3% |