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 | $151,006 | $85,766+76.1% | $136,294+10.8% | $70,131+115.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.37% | 31.45%-19.1pp | 5155.94%-5143.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $3,323 | $2,966+12.0% | $4,695-29.2% | $2,342+41.9% |
| Participant deferral / active EE | $7,377 | $5,051+46.0% | $6,247+18.1% | $3,332+121.4% |
| Admin fee / account holder | $5,783 | $5,420+6.7% | $9,243-37.4% | $4,645+24.5% |