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 | $147,641 | $83,902+76.0% | $167,512-11.9% | $84,808+74.1% |
| Participation rate | 74.3% | 66.5%+7.8pp | 77.1%-2.8pp | 68.3%+6.0pp |
| Annual return | 11.93% | 91.55%-79.6pp | 1615.79%-1603.9pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,760 | $2,264+21.9% | $3,882-28.9% | $2,631+4.9% |
| Participant deferral / active EE | $7,814 | $4,442+75.9% | $6,405+22.0% | $4,212+85.5% |
| Admin fee / account holder | $58,773 | $7,915+642.5% | $9,769+501.6% | $7,344+700.3% |