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 | $106,476 | $85,766+24.1% | $136,294-21.9% | $70,131+51.8% |
| Participation rate | 94.2% | 74.2%+20.1pp | 81.9%+12.3pp | 69.5%+24.7pp |
| Annual return | 11.88% | 31.45%-19.6pp | 5155.94%-5144.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $3,992 | $2,966+34.6% | $4,695-15.0% | $2,342+70.4% |
| Participant deferral / active EE | $7,047 | $5,051+39.5% | $6,247+12.8% | $3,332+111.5% |
| Admin fee / account holder | $31,658 | $5,420+484.1% | $9,243+242.5% | $4,645+581.5% |