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 | $163,809 | $85,766+91.0% | $136,294+20.2% | $70,131+133.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.39% | 31.45%-20.1pp | 5155.94%-5144.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $6,693 | $2,966+125.6% | $4,695+42.5% | $2,342+185.7% |
| Participant deferral / active EE | $6,258 | $5,051+23.9% | $6,247+0.2% | $3,332+87.8% |
| Admin fee / account holder | $2,886 | $5,420-46.8% | $9,243-68.8% | $4,645-37.9% |