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 | $145,015 | $96,635+50.1% | $86,612+67.4% | $139,434+4.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.85% | 106.41%-96.6pp | 591.07%-581.2pp | 372.94%-363.1pp |
| Employer contribution / active EE | $14,539 | $3,263+345.6% | $3,022+381.0% | $4,751+206.0% |
| Participant deferral / active EE | $11,670 | $4,836+141.3% | $4,438+163.0% | $6,710+73.9% |
| Admin fee / account holder | $12,959 | $6,408+102.2% | $5,614+130.8% | $11,403+13.6% |