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 | $132,291 | $68,346+93.6% | $94,646+39.8% | $75,163+76.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 13.51% | 616.93%-603.4pp | 156.71%-143.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $2,459 | $2,701-9.0% | $3,672-33.0% | $2,670-7.9% |
| Participant deferral / active EE | $5,539 | $6,537-15.3% | $7,418-25.3% | $4,125+34.3% |
| Admin fee / account holder | $4,913 | $5,326-7.7% | $7,231-32.0% | $5,651-13.1% |