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 | $156,353 | $98,750+58.3% | $149,696+4.4% | $79,858+95.8% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.6%+18.4pp |
| Annual return | 11.23% | 27.43%-16.2pp | 276.60%-265.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $2,738 | $3,216-14.9% | $4,644-41.0% | $2,471+10.8% |
| Participant deferral / active EE | $5,140 | $5,680-9.5% | $6,842-24.9% | $3,740+37.4% |
| Admin fee / account holder | $7,555 | $6,053+24.8% | $9,309-18.8% | $5,306+42.4% |