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 | $157,092 | $105,931+48.3% | $81,930+91.7% | $158,922-1.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 0.84% | 38.17%-37.3pp | 29.49%-28.7pp | 302.83%-302.0pp |
| Employer contribution / active EE | $11,667 | $7,800+49.6% | $4,310+170.7% | $4,761+145.0% |
| Participant deferral / active EE | $7,583 | $13,003-41.7% | $7,107+6.7% | $5,982+26.8% |
| Admin fee / account holder | $38,672 | $8,489+355.5% | $5,158+649.8% | $11,246+243.9% |