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 | $161,821 | $85,766+88.7% | $136,294+18.7% | $70,131+130.7% |
| Participation rate | 93.5% | 74.2%+19.4pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 13.28% | 31.45%-18.2pp | 5155.94%-5142.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $2,408 | $2,966-18.8% | $4,695-48.7% | $2,342+2.8% |
| Participant deferral / active EE | $5,099 | $5,051+0.9% | $6,247-18.4% | $3,332+53.0% |
| Admin fee / account holder | $14,609 | $5,420+169.5% | $9,243+58.1% | $4,645+214.5% |