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 | $160,138 | $105,998+51.1% | $92,233+73.6% | $147,584+8.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.03% | 50.05%-42.0pp | 176.28%-168.2pp | 578.55%-570.5pp |
| Employer contribution / active EE | $12,819 | $4,333+195.9% | $3,679+248.4% | $4,876+162.9% |
| Participant deferral / active EE | $5,367 | $4,478+19.8% | $3,897+37.7% | $5,439-1.3% |
| Admin fee / account holder | $7,102 | $6,332+12.2% | $5,194+36.7% | $10,885-34.8% |