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 | $147,312 | $105,998+39.0% | $92,233+59.7% | $147,584-0.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.08% | 50.05%-44.0pp | 176.28%-170.2pp | 578.55%-572.5pp |
| Employer contribution / active EE | $2,961 | $4,333-31.7% | $3,679-19.5% | $4,876-39.3% |
| Participant deferral / active EE | $1,540 | $4,478-65.6% | $3,897-60.5% | $5,439-71.7% |
| Admin fee / account holder | $2,695 | $6,332-57.4% | $5,194-48.1% | $10,885-75.2% |