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 | $89,935 | $155,788-42.3% | $124,672-27.9% | $167,490-46.3% |
| Participation rate | 93.8% | 81.1%+12.6pp | 74.6%+19.1pp | 82.1%+11.6pp |
| Annual return | 8.75% | 17.97%-9.2pp | 5142.93%-5134.2pp | 478.56%-469.8pp |
| Employer contribution / active EE | $6,525 | $4,163+56.7% | $3,324+96.3% | $4,837+34.9% |
| Participant deferral / active EE | $1,707 | $5,673-69.9% | $4,614-63.0% | $6,341-73.1% |
| Admin fee / account holder | $27,876 | $9,531+192.5% | $7,493+272.0% | $12,309+126.5% |