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 | $152,968 | $85,766+78.4% | $136,294+12.2% | $70,131+118.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.74% | 31.45%-17.7pp | 5155.94%-5142.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $7,402 | $2,966+149.5% | $4,695+57.6% | $2,342+216.0% |
| Participant deferral / active EE | $9,830 | $5,051+94.6% | $6,247+57.3% | $3,332+195.0% |
| Admin fee / account holder | $1,665 | $5,420-69.3% | $9,243-82.0% | $4,645-64.2% |