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 | $179,742 | $85,766+109.6% | $136,294+31.9% | $70,131+156.3% |
| Participation rate | 97.4% | 74.2%+23.2pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 13.39% | 31.45%-18.1pp | 5155.94%-5142.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,900 | $2,966-36.0% | $4,695-59.5% | $2,342-18.9% |
| Participant deferral / active EE | $9,452 | $5,051+87.1% | $6,247+51.3% | $3,332+183.7% |
| Admin fee / account holder | $3,223 | $5,420-40.5% | $9,243-65.1% | $4,645-30.6% |