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 | $155,912 | $114,381+36.3% | $107,525+45.0% | $142,382+9.5% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 5.59% | 242.71%-237.1pp | 181.32%-175.7pp | 217.08%-211.5pp |
| Employer contribution / active EE | $9,373 | $4,015+133.5% | $3,754+149.7% | $4,299+118.0% |
| Participant deferral / active EE | $6,029 | $5,564+8.4% | $5,116+17.9% | $6,507-7.3% |
| Admin fee / account holder | $2,891 | $9,860-70.7% | $8,919-67.6% | $12,624-77.1% |