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 | $163,565 | $85,766+90.7% | $136,294+20.0% | $70,131+133.2% |
| Participation rate | 96.3% | 74.2%+22.1pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 13.14% | 31.45%-18.3pp | 5155.94%-5142.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $3,192 | $2,966+7.6% | $4,695-32.0% | $2,342+36.3% |
| Participant deferral / active EE | $8,026 | $5,051+58.9% | $6,247+28.5% | $3,332+140.9% |
| Admin fee / account holder | $8,808 | $5,420+62.5% | $9,243-4.7% | $4,645+89.6% |