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 | $148,783 | $96,635+54.0% | $86,612+71.8% | $139,434+6.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 5.00% | 106.41%-101.4pp | 591.07%-586.1pp | 372.94%-367.9pp |
| Employer contribution / active EE | $4,839 | $3,263+48.3% | $3,022+60.1% | $4,751+1.8% |
| Participant deferral / active EE | $11,581 | $4,836+139.5% | $4,438+161.0% | $6,710+72.6% |
| Admin fee / account holder | $22,136 | $6,408+245.5% | $5,614+294.3% | $11,403+94.1% |