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 | $139,050 | $85,766+62.1% | $136,294+2.0% | $70,131+98.3% |
| Participation rate | 93.8% | 74.2%+19.6pp | 81.9%+11.8pp | 69.5%+24.2pp |
| Annual return | 12.47% | 31.45%-19.0pp | 5155.94%-5143.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $2,284 | $2,966-23.0% | $4,695-51.4% | $2,342-2.5% |
| Participant deferral / active EE | $6,410 | $5,051+26.9% | $6,247+2.6% | $3,332+92.4% |
| Admin fee / account holder | $14,888 | $5,420+174.7% | $9,243+61.1% | $4,645+220.5% |