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 | $122,157 | $85,766+42.4% | $136,294-10.4% | $70,131+74.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 10.63% | 31.45%-20.8pp | 5155.94%-5145.3pp | 73.14%-62.5pp |
| Employer contribution / active EE | $6,211 | $2,966+109.4% | $4,695+32.3% | $2,342+165.2% |
| Participant deferral / active EE | $7,583 | $5,051+50.1% | $6,247+21.4% | $3,332+127.6% |
| Admin fee / account holder | $3,197 | $5,420-41.0% | $9,243-65.4% | $4,645-31.2% |