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 | $130,877 | $85,766+52.6% | $136,294-4.0% | $70,131+86.6% |
| Participation rate | 91.5% | 74.2%+17.3pp | 81.9%+9.6pp | 69.5%+21.9pp |
| Annual return | 12.39% | 31.45%-19.1pp | 5155.94%-5143.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $5,237 | $2,966+76.6% | $4,695+11.5% | $2,342+123.6% |
| Participant deferral / active EE | $11,590 | $5,051+129.4% | $6,247+85.5% | $3,332+247.9% |
| Admin fee / account holder | $2,478 | $5,420-54.3% | $9,243-73.2% | $4,645-46.7% |