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 | $140,568 | $85,766+63.9% | $136,294+3.1% | $70,131+100.4% |
| Participation rate | 93.5% | 74.2%+19.4pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 12.89% | 31.45%-18.6pp | 5155.94%-5143.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $611 | $2,966-79.4% | $4,695-87.0% | $2,342-73.9% |
| Participant deferral / active EE | $3,616 | $5,051-28.4% | $6,247-42.1% | $3,332+8.5% |
| Admin fee / account holder | $10,356 | $5,420+91.1% | $9,243+12.0% | $4,645+122.9% |