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 | $156,813 | $98,750+58.8% | $149,696+4.8% | $79,858+96.4% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 12.05% | 27.43%-15.4pp | 276.60%-264.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $898 | $3,216-72.1% | $4,644-80.7% | $2,471-63.6% |
| Participant deferral / active EE | $5,989 | $5,680+5.4% | $6,842-12.5% | $3,740+60.1% |
| Admin fee / account holder | $16,026 | $6,053+164.8% | $9,309+72.2% | $5,306+202.0% |