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 | $154,628 | $85,766+80.3% | $136,294+13.5% | $70,131+120.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.63% | 31.45%-17.8pp | 5155.94%-5142.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $2,629 | $2,966-11.4% | $4,695-44.0% | $2,342+12.2% |
| Participant deferral / active EE | $6,835 | $5,051+35.3% | $6,247+9.4% | $3,332+105.2% |
| Admin fee / account holder | $30,876 | $5,420+469.6% | $9,243+234.0% | $4,645+564.7% |