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 | $138,226 | $85,766+61.2% | $136,294+1.4% | $70,131+97.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.78% | 31.45%-17.7pp | 5155.94%-5142.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $4,549 | $2,966+53.4% | $4,695-3.1% | $2,342+94.2% |
| Participant deferral / active EE | $8,027 | $5,051+58.9% | $6,247+28.5% | $3,332+140.9% |
| Admin fee / account holder | $5,988 | $5,420+10.5% | $9,243-35.2% | $4,645+28.9% |