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 | $128,516 | $85,766+49.8% | $136,294-5.7% | $70,131+83.3% |
| Participation rate | 88.7% | 74.2%+14.5pp | 81.9%+6.8pp | 69.5%+19.1pp |
| Annual return | 12.73% | 31.45%-18.7pp | 5155.94%-5143.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $2,076 | $2,966-30.0% | $4,695-55.8% | $2,342-11.4% |
| Participant deferral / active EE | $5,051 | $5,0510% | $6,247-19.1% | $3,332+51.6% |
| Admin fee / account holder | $18,514 | $5,420+241.6% | $9,243+100.3% | $4,645+298.6% |