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 | $136,778 | $85,766+59.5% | $136,294+0.4% | $70,131+95.0% |
| Participation rate | 92.6% | 74.2%+18.4pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 11.66% | 31.45%-19.8pp | 5155.94%-5144.3pp | 73.14%-61.5pp |
| Employer contribution / active EE | $2,133 | $2,966-28.1% | $4,695-54.6% | $2,342-9.0% |
| Participant deferral / active EE | $7,769 | $5,051+53.8% | $6,247+24.4% | $3,332+133.2% |
| Admin fee / account holder | $37,655 | $5,420+594.7% | $9,243+307.4% | $4,645+710.6% |