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 | $145,417 | $85,766+69.6% | $136,294+6.7% | $70,131+107.4% |
| Participation rate | 98.0% | 74.2%+23.8pp | 81.9%+16.1pp | 69.5%+28.5pp |
| Annual return | 13.64% | 31.45%-17.8pp | 5155.94%-5142.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $2,505 | $2,966-15.5% | $4,695-46.6% | $2,342+6.9% |
| Participant deferral / active EE | $6,669 | $5,051+32.0% | $6,247+6.8% | $3,332+100.2% |
| Admin fee / account holder | $18,545 | $5,420+242.1% | $9,243+100.6% | $4,645+299.2% |