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 | $110,232 | $68,346+61.3% | $94,646+16.5% | $75,163+46.7% |
| Participation rate | 81.8% | 76.1%+5.7pp | 80.8%+1.0pp | 67.2%+14.6pp |
| Annual return | 15.03% | 616.93%-601.9pp | 156.71%-141.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $3,251 | $2,701+20.4% | $3,672-11.5% | $2,670+21.8% |
| Participant deferral / active EE | $6,845 | $6,537+4.7% | $7,418-7.7% | $4,125+65.9% |
| Admin fee / account holder | $15,814 | $5,326+196.9% | $7,231+118.7% | $5,651+179.8% |