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 | $147,742 | $58,655+151.9% | $91,989+60.6% | $65,185+126.7% |
| Participation rate | 94.5% | 75.3%+19.2pp | 78.6%+15.9pp | 70.2%+24.3pp |
| Annual return | 19.99% | 33.92%-13.9pp | 69.02%-49.0pp | 29.38%-9.4pp |
| Employer contribution / active EE | $2,401 | $2,080+15.4% | $3,452-30.4% | $2,177+10.3% |
| Participant deferral / active EE | $5,131 | $5,474-6.3% | $5,923-13.4% | $3,514+46.0% |
| Admin fee / account holder | $8,150 | $434+1777.0% | $7,743+5.3% | $847+862.2% |