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 | $135,066 | $85,766+57.5% | $136,294-0.9% | $70,131+92.6% |
| Participation rate | 94.9% | 74.2%+20.7pp | 81.9%+13.0pp | 69.5%+25.3pp |
| Annual return | 12.94% | 31.45%-18.5pp | 5155.94%-5143.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $2,051 | $2,966-30.9% | $4,695-56.3% | $2,342-12.5% |
| Participant deferral / active EE | $4,869 | $5,051-3.6% | $6,247-22.1% | $3,332+46.1% |
| Admin fee / account holder | $4,854 | $5,420-10.4% | $9,243-47.5% | $4,645+4.5% |