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 | $114,583 | $85,766+33.6% | $136,294-15.9% | $70,131+63.4% |
| Participation rate | 87.5% | 74.2%+13.3pp | 81.9%+5.6pp | 69.5%+18.0pp |
| Annual return | 11.22% | 31.45%-20.2pp | 5155.94%-5144.7pp | 73.14%-61.9pp |
| Employer contribution / active EE | $3,572 | $2,966+20.4% | $4,695-23.9% | $2,342+52.5% |
| Participant deferral / active EE | $4,514 | $5,051-10.6% | $6,247-27.7% | $3,332+35.5% |
| Admin fee / account holder | $1,351 | $5,420-75.1% | $9,243-85.4% | $4,645-70.9% |