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 6-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 | $104,655 | $53,516+95.6% | $126,539-17.3% | $84,808+23.4% |
| Participation rate | 90.9% | 58.2%+32.7pp | 69.8%+21.1pp | 68.3%+22.6pp |
| Annual return | 10.43% | 58.34%-47.9pp | 425.95%-415.5pp | 40.90%-30.5pp |
| Employer contribution / active EE | $2,475 | $1,535+61.3% | $3,674-32.6% | $2,631-5.9% |
| Participant deferral / active EE | $4,674 | $2,671+75.0% | $4,083+14.5% | $4,212+11.0% |
| Admin fee / account holder | $2,061 | $4,497-54.2% | $6,065-66.0% | $7,344-71.9% |