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 | $146,863 | $105,126+39.7% | $94,646+55.2% | $139,434+5.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 5.10% | 38.03%-32.9pp | 156.71%-151.6pp | 372.94%-367.8pp |
| Employer contribution / active EE | $5,793 | $4,106+41.1% | $3,672+57.8% | $4,751+21.9% |
| Participant deferral / active EE | $9,756 | $7,599+28.4% | $7,418+31.5% | $6,710+45.4% |
| Admin fee / account holder | $147,489 | $8,984+1541.7% | $7,231+1939.8% | $11,403+1193.5% |