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 | $119,400 | $58,208+105.1% | $81,812+45.9% | $80,856+47.7% |
| Participation rate | 98.9% | 63.4%+35.5pp | 72.3%+26.5pp | 67.6%+31.2pp |
| Annual return | 9.58% | 41.66%-32.1pp | 773.79%-764.2pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,750 | $2,340+17.5% | $2,912-5.6% | $2,755-0.2% |
| Participant deferral / active EE | $5,141 | $3,281+56.7% | $4,319+19.0% | $4,296+19.7% |
| Admin fee / account holder | $1,390 | $4,981-72.1% | $7,386-81.2% | $6,918-79.9% |