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 | $208,528 | $85,766+143.1% | $136,294+53.0% | $70,131+197.3% |
| Participation rate | 92.0% | 74.2%+17.8pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 13.46% | 31.45%-18.0pp | 5155.94%-5142.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $4,257 | $2,966+43.5% | $4,695-9.3% | $2,342+81.8% |
| Participant deferral / active EE | $8,473 | $5,051+67.7% | $6,247+35.6% | $3,332+154.3% |
| Admin fee / account holder | $25,016 | $5,420+361.5% | $9,243+170.6% | $4,645+438.5% |