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 | $152,344 | $102,317+48.9% | $146,958+3.7% | $80,856+88.4% |
| Participation rate | 82.2% | 75.8%+6.4pp | 82.2%+0.1pp | 67.6%+14.6pp |
| Annual return | 8.61% | 134.76%-126.1pp | 418.34%-409.7pp | 35.59%-27.0pp |
| Employer contribution / active EE | $4,473 | $3,713+20.5% | $4,933-9.3% | $2,755+62.4% |
| Participant deferral / active EE | $9,647 | $6,644+45.2% | $8,070+19.5% | $4,296+124.6% |
| Admin fee / account holder | $4,810 | $7,941-39.4% | $12,998-63.0% | $6,918-30.5% |