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 | $106,398 | $85,766+24.1% | $136,294-21.9% | $70,131+51.7% |
| Participation rate | 95.0% | 74.2%+20.8pp | 81.9%+13.1pp | 69.5%+25.5pp |
| Annual return | 14.00% | 31.45%-17.5pp | 5155.94%-5141.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $975 | $2,966-67.1% | $4,695-79.2% | $2,342-58.4% |
| Participant deferral / active EE | $7,332 | $5,051+45.1% | $6,247+17.4% | $3,332+120.1% |
| Admin fee / account holder | $487 | $5,420-91.0% | $9,243-94.7% | $4,645-89.5% |