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 | $118,452 | $85,766+38.1% | $136,294-13.1% | $70,131+68.9% |
| Participation rate | 92.3% | 74.2%+18.2pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 13.81% | 31.45%-17.6pp | 5155.94%-5142.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $2,563 | $2,966-13.6% | $4,695-45.4% | $2,342+9.4% |
| Participant deferral / active EE | $6,293 | $5,051+24.6% | $6,247+0.7% | $3,332+88.9% |
| Admin fee / account holder | $7,441 | $5,420+37.3% | $9,243-19.5% | $4,645+60.2% |