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 | $121,771 | $85,766+42.0% | $136,294-10.7% | $70,131+73.6% |
| Participation rate | 85.3% | 74.2%+11.1pp | 81.9%+3.4pp | 69.5%+15.8pp |
| Annual return | 13.74% | 31.45%-17.7pp | 5155.94%-5142.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $3,599 | $2,966+21.3% | $4,695-23.4% | $2,342+53.6% |
| Participant deferral / active EE | $7,066 | $5,051+39.9% | $6,247+13.1% | $3,332+112.1% |
| Admin fee / account holder | $22,424 | $5,420+313.7% | $9,243+142.6% | $4,645+382.7% |