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 | $192,081 | $85,766+124.0% | $136,294+40.9% | $70,131+173.9% |
| Participation rate | 93.3% | 74.2%+19.2pp | 81.9%+11.4pp | 69.5%+23.8pp |
| Annual return | 13.93% | 31.45%-17.5pp | 5155.94%-5142.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $2,222 | $2,966-25.1% | $4,695-52.7% | $2,342-5.1% |
| Participant deferral / active EE | $10,852 | $5,051+114.8% | $6,247+73.7% | $3,332+225.7% |
| Admin fee / account holder | $15,899 | $5,420+193.3% | $9,243+72.0% | $4,645+242.3% |