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 | $140,476 | $105,998+32.5% | $92,233+52.3% | $147,584-4.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.11% | 50.05%-42.9pp | 176.28%-169.2pp | 578.55%-571.4pp |
| Employer contribution / active EE | $7,239 | $4,333+67.1% | $3,679+96.8% | $4,876+48.5% |
| Participant deferral / active EE | $6,488 | $4,478+44.9% | $3,897+66.5% | $5,439+19.3% |
| Admin fee / account holder | $2,452 | $6,332-61.3% | $5,194-52.8% | $10,885-77.5% |