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 | $102,954 | $85,766+20.0% | $136,294-24.5% | $70,131+46.8% |
| Participation rate | 92.9% | 74.2%+18.7pp | 81.9%+10.9pp | 69.5%+23.3pp |
| Annual return | 13.32% | 31.45%-18.1pp | 5155.94%-5142.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $4,220 | $2,966+42.3% | $4,695-10.1% | $2,342+80.1% |
| Participant deferral / active EE | $5,203 | $5,051+3.0% | $6,247-16.7% | $3,332+56.2% |
| Admin fee / account holder | $338 | $5,420-93.8% | $9,243-96.3% | $4,645-92.7% |