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 | $103,610 | $85,766+20.8% | $136,294-24.0% | $70,131+47.7% |
| Participation rate | 87.5% | 74.2%+13.3pp | 81.9%+5.6pp | 69.5%+18.0pp |
| Annual return | 12.14% | 31.45%-19.3pp | 5155.94%-5143.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $4,727 | $2,966+59.4% | $4,695+0.7% | $2,342+101.8% |
| Participant deferral / active EE | $10,619 | $5,051+110.2% | $6,247+70.0% | $3,332+218.7% |
| Admin fee / account holder | $5,080 | $5,420-6.3% | $9,243-45.0% | $4,645+9.4% |