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 | $183,847 | $98,750+86.2% | $149,696+22.8% | $79,858+130.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.36% | 27.43%-16.1pp | 276.60%-265.2pp | 31.71%-20.4pp |
| Employer contribution / active EE | $2,945 | $3,216-8.4% | $4,644-36.6% | $2,471+19.2% |
| Participant deferral / active EE | $6,853 | $5,680+20.7% | $6,842+0.2% | $3,740+83.2% |
| Admin fee / account holder | $4,269 | $6,053-29.5% | $9,309-54.1% | $5,306-19.6% |