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 | $128,375 | $94,752+35.5% | $112,887+13.7% | $139,434-7.9% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 7.33% | 40.88%-33.6pp | 34.10%-26.8pp | 372.94%-365.6pp |
| Employer contribution / active EE | $2,852 | $4,625-38.3% | $4,563-37.5% | $4,751-40.0% |
| Participant deferral / active EE | $15,264 | $6,512+134.4% | $6,513+134.4% | $6,710+127.5% |
| Admin fee / account holder | $19,114 | $8,527+124.1% | $7,047+171.2% | $11,403+67.6% |