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 | $111,317 | $85,766+29.8% | $136,294-18.3% | $70,131+58.7% |
| Participation rate | 97.1% | 74.2%+23.0pp | 81.9%+15.2pp | 69.5%+27.6pp |
| Annual return | 5.59% | 31.45%-25.9pp | 5155.94%-5150.3pp | 73.14%-67.5pp |
| Employer contribution / active EE | $9,474 | $2,966+219.4% | $4,695+101.8% | $2,342+304.5% |
| Participant deferral / active EE | $10,149 | $5,051+100.9% | $6,247+62.5% | $3,332+204.6% |
| Admin fee / account holder | $8,634 | $5,420+59.3% | $9,243-6.6% | $4,645+85.9% |