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 | $121,943 | $65,561+86.0% | $86,188+41.5% | $75,163+62.2% |
| Participation rate | 88.2% | 60.5%+27.7pp | 69.0%+19.2pp | 67.2%+21.0pp |
| Annual return | 10.53% | 46.05%-35.5pp | 1168.45%-1157.9pp | 160.62%-150.1pp |
| Employer contribution / active EE | $1,803 | $1,553+16.1% | $2,380-24.2% | $2,670-32.5% |
| Participant deferral / active EE | $6,406 | $3,024+111.9% | $3,985+60.7% | $4,125+55.3% |
| Admin fee / account holder | $4,722 | $5,474-13.7% | $6,852-31.1% | $5,651-16.4% |