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 | $149,994 | $85,766+74.9% | $136,294+10.1% | $70,131+113.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.80% | 31.45%-18.7pp | 5155.94%-5143.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $4,321 | $2,966+45.7% | $4,695-8.0% | $2,342+84.5% |
| Participant deferral / active EE | $8,251 | $5,051+63.3% | $6,247+32.1% | $3,332+147.6% |
| Admin fee / account holder | $7,779 | $5,420+43.5% | $9,243-15.8% | $4,645+67.5% |