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 | $130,474 | $85,766+52.1% | $136,294-4.3% | $70,131+86.0% |
| Participation rate | 88.6% | 74.2%+14.4pp | 81.9%+6.7pp | 69.5%+19.0pp |
| Annual return | 11.23% | 31.45%-20.2pp | 5155.94%-5144.7pp | 73.14%-61.9pp |
| Employer contribution / active EE | $2,970 | $2,966+0.1% | $4,695-36.7% | $2,342+26.8% |
| Participant deferral / active EE | $7,050 | $5,051+39.6% | $6,247+12.9% | $3,332+111.6% |
| Admin fee / account holder | $4,872 | $5,420-10.1% | $9,243-47.3% | $4,645+4.9% |