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 | $195,955 | $85,766+128.5% | $136,294+43.8% | $70,131+179.4% |
| Participation rate | 86.8% | 74.2%+12.6pp | 81.9%+4.9pp | 69.5%+17.3pp |
| Annual return | 11.11% | 31.45%-20.3pp | 5155.94%-5144.8pp | 73.14%-62.0pp |
| Employer contribution / active EE | $12,874 | $2,966+334.1% | $4,695+174.2% | $2,342+449.6% |
| Participant deferral / active EE | $8,569 | $5,051+69.6% | $6,247+37.2% | $3,332+157.2% |
| Admin fee / account holder | $5,134 | $5,420-5.3% | $9,243-44.5% | $4,645+10.5% |