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 | $143,192 | $98,240+45.8% | $82,313+74.0% | $147,584-3.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 5.40% | 30.85%-25.5pp | 25.88%-20.5pp | 578.55%-573.1pp |
| Employer contribution / active EE | $2,764 | $3,192-13.4% | $2,428+13.8% | $4,876-43.3% |
| Participant deferral / active EE | $9,373 | $4,383+113.8% | $3,706+152.9% | $5,439+72.3% |
| Admin fee / account holder | $654 | $8,563-92.4% | $5,608-88.3% | $10,885-94.0% |