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 | $168,211 | $106,890+57.4% | $84,015+100.2% | $152,861+10.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 5.30% | 104.99%-99.7pp | 71.31%-66.0pp | 345.32%-340.0pp |
| Employer contribution / active EE | $2,629 | $2,734-3.9% | $1,983+32.5% | $4,762-44.8% |
| Participant deferral / active EE | $7,166 | $4,011+78.6% | $3,239+121.3% | $5,850+22.5% |
| Admin fee / account holder | $613 | $8,285-92.6% | $6,101-90.0% | $11,596-94.7% |