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 6-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 | $103,658 | $102,317+1.3% | $146,958-29.5% | $80,856+28.2% |
| Participation rate | 81.1% | 75.8%+5.2pp | 82.2%-1.1pp | 67.6%+13.4pp |
| Annual return | 11.66% | 134.76%-123.1pp | 418.34%-406.7pp | 35.59%-23.9pp |
| Employer contribution / active EE | $4,831 | $3,713+30.1% | $4,933-2.1% | $2,755+75.4% |
| Participant deferral / active EE | $11,398 | $6,644+71.6% | $8,070+41.2% | $4,296+165.3% |
| Admin fee / account holder | $9,852 | $7,941+24.1% | $12,998-24.2% | $6,918+42.4% |