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 | $181,571 | $85,766+111.7% | $136,294+33.2% | $70,131+158.9% |
| Participation rate | 97.4% | 74.2%+23.3pp | 81.9%+15.5pp | 69.5%+27.9pp |
| Annual return | 12.93% | 31.45%-18.5pp | 5155.94%-5143.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $4,175 | $2,966+40.8% | $4,695-11.1% | $2,342+78.2% |
| Participant deferral / active EE | $7,385 | $5,051+46.2% | $6,247+18.2% | $3,332+121.7% |
| Admin fee / account holder | $10,665 | $5,420+96.8% | $9,243+15.4% | $4,645+129.6% |