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 9-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 | $132,905 | $85,202+56.0% | $172,739-23.1% | $72,985+82.1% |
| Participation rate | 93.1% | 70.1%+23.0pp | 82.6%+10.5pp | 69.5%+23.6pp |
| Annual return | 9.81% | 27.32%-17.5pp | 802.84%-793.0pp | 81.00%-71.2pp |
| Employer contribution / active EE | $1,065 | $3,324-68.0% | $5,143-79.3% | $2,440-56.3% |
| Participant deferral / active EE | $9,668 | $3,260+196.5% | $5,198+86.0% | $3,607+168.0% |
| Admin fee / account holder | $7,945 | $5,884+35.0% | $13,954-43.1% | $5,124+55.1% |