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 | $155,182 | $85,766+80.9% | $136,294+13.9% | $70,131+121.3% |
| Participation rate | 80.6% | 74.2%+6.5pp | 81.9%-1.3pp | 69.5%+11.1pp |
| Annual return | 13.45% | 31.45%-18.0pp | 5155.94%-5142.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $3,116 | $2,966+5.0% | $4,695-33.6% | $2,342+33.0% |
| Participant deferral / active EE | $6,511 | $5,051+28.9% | $6,247+4.2% | $3,332+95.4% |
| Admin fee / account holder | $11,884 | $5,420+119.2% | $9,243+28.6% | $4,645+155.8% |