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 | $157,183 | $83,902+87.3% | $167,512-6.2% | $84,808+85.3% |
| Participation rate | 73.6% | 66.5%+7.1pp | 77.1%-3.4pp | 68.3%+5.3pp |
| Annual return | 11.91% | 91.55%-79.6pp | 1615.79%-1603.9pp | 40.90%-29.0pp |
| Employer contribution / active EE | $5,339 | $2,264+135.8% | $3,882+37.5% | $2,631+102.9% |
| Participant deferral / active EE | $6,248 | $4,442+40.6% | $6,405-2.4% | $4,212+48.4% |
| Admin fee / account holder | $25,336 | $7,915+220.1% | $9,769+159.4% | $7,344+245.0% |