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 | $96,255 | $85,766+12.2% | $136,294-29.4% | $70,131+37.3% |
| Participation rate | 89.7% | 74.2%+15.5pp | 81.9%+7.7pp | 69.5%+20.1pp |
| Annual return | 13.02% | 31.45%-18.4pp | 5155.94%-5142.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $7,676 | $2,966+158.8% | $4,695+63.5% | $2,342+227.7% |
| Participant deferral / active EE | $8,087 | $5,051+60.1% | $6,247+29.5% | $3,332+142.7% |
| Admin fee / account holder | $8,434 | $5,420+55.6% | $9,243-8.8% | $4,645+81.6% |