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 | $179,111 | $85,766+108.8% | $136,294+31.4% | $70,131+155.4% |
| Participation rate | 86.7% | 74.2%+12.5pp | 81.9%+4.7pp | 69.5%+17.1pp |
| Annual return | 13.92% | 31.45%-17.5pp | 5155.94%-5142.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $2,133 | $2,966-28.1% | $4,695-54.6% | $2,342-8.9% |
| Participant deferral / active EE | $5,955 | $5,051+17.9% | $6,247-4.7% | $3,332+78.7% |
| Admin fee / account holder | $2,650 | $5,420-51.1% | $9,243-71.3% | $4,645-42.9% |