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 9-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 | $133,680 | $63,346+111.0% | $92,233+44.9% | $70,131+90.6% |
| Participation rate | 78.3% | 68.7%+9.7pp | 76.5%+1.9pp | 69.5%+8.8pp |
| Annual return | 12.02% | 530.12%-518.1pp | 176.28%-164.3pp | 73.14%-61.1pp |
| Employer contribution / active EE | $1,049 | $2,471-57.6% | $3,679-71.5% | $2,342-55.2% |
| Participant deferral / active EE | $4,251 | $2,854+49.0% | $3,897+9.1% | $3,332+27.6% |
| Admin fee / account holder | $1,502 | $3,840-60.9% | $5,194-71.1% | $4,645-67.7% |