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 | $235,130 | $85,766+174.2% | $136,294+72.5% | $70,131+235.3% |
| Participation rate | 94.4% | 74.2%+20.3pp | 81.9%+12.5pp | 69.5%+24.9pp |
| Annual return | 13.45% | 31.45%-18.0pp | 5155.94%-5142.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $2,256 | $2,966-23.9% | $4,695-52.0% | $2,342-3.7% |
| Participant deferral / active EE | $6,844 | $5,051+35.5% | $6,247+9.6% | $3,332+105.4% |
| Admin fee / account holder | $5,151 | $5,420-5.0% | $9,243-44.3% | $4,645+10.9% |