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 | $160,954 | $85,766+87.7% | $136,294+18.1% | $70,131+129.5% |
| Participation rate | 93.7% | 74.2%+19.5pp | 81.9%+11.7pp | 69.5%+24.1pp |
| Annual return | 13.59% | 31.45%-17.9pp | 5155.94%-5142.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $20,286 | $2,966+583.9% | $4,695+332.0% | $2,342+766.0% |
| Participant deferral / active EE | $9,963 | $5,051+97.2% | $6,247+59.5% | $3,332+199.0% |
| Admin fee / account holder | $2,821 | $5,420-48.0% | $9,243-69.5% | $4,645-39.3% |