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 | $147,776 | $85,766+72.3% | $136,294+8.4% | $70,131+110.7% |
| Participation rate | 86.7% | 74.2%+12.5pp | 81.9%+4.7pp | 69.5%+17.1pp |
| Annual return | 14.05% | 31.45%-17.4pp | 5155.94%-5141.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $3,008 | $2,966+1.4% | $4,695-35.9% | $2,342+28.4% |
| Participant deferral / active EE | $8,575 | $5,051+69.8% | $6,247+37.3% | $3,332+157.4% |
| Admin fee / account holder | $4,780 | $5,420-11.8% | $9,243-48.3% | $4,645+2.9% |