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 | $141,551 | $93,571+51.3% | $135,903+4.2% | $75,163+88.3% |
| Participation rate | 83.8% | 75.2%+8.6pp | 81.9%+1.9pp | 67.2%+16.6pp |
| Annual return | 13.56% | 30.90%-17.3pp | 68.23%-54.7pp | 160.62%-147.1pp |
| Employer contribution / active EE | $3,887 | $3,537+9.9% | $4,856-20.0% | $2,670+45.6% |
| Participant deferral / active EE | $10,458 | $6,404+63.3% | $7,758+34.8% | $4,125+153.5% |
| Admin fee / account holder | $8,820 | $6,975+26.4% | $10,762-18.0% | $5,651+56.1% |