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 | $194,919 | $85,766+127.3% | $136,294+43.0% | $70,131+177.9% |
| Participation rate | 96.7% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 11.84% | 31.45%-19.6pp | 5155.94%-5144.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $6,933 | $2,966+133.7% | $4,695+47.6% | $2,342+196.0% |
| Participant deferral / active EE | $9,482 | $5,051+87.7% | $6,247+51.8% | $3,332+184.6% |
| Admin fee / account holder | $3,393 | $5,420-37.4% | $9,243-63.3% | $4,645-27.0% |