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 | $146,832 | $84,233+74.3% | $170,442-13.9% | $70,131+109.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 8.84% | 23.06%-14.2pp | 205.93%-197.1pp | 73.14%-64.3pp |
| Employer contribution / active EE | $2,885 | $3,387-14.8% | $5,433-46.9% | $2,342+23.2% |
| Participant deferral / active EE | $4,511 | $3,086+46.2% | $4,939-8.7% | $3,332+35.4% |
| Admin fee / account holder | $7,809 | $5,698+37.0% | $13,880-43.7% | $4,645+68.1% |