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 | $144,057 | $102,317+40.8% | $146,958-2.0% | $80,856+78.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 6.29% | 134.76%-128.5pp | 418.34%-412.1pp | 35.59%-29.3pp |
| Employer contribution / active EE | $7,406 | $3,713+99.4% | $4,933+50.1% | $2,755+168.8% |
| Participant deferral / active EE | $9,793 | $6,644+47.4% | $8,070+21.4% | $4,296+128.0% |
| Admin fee / account holder | $957 | $7,941-88.0% | $12,998-92.6% | $6,918-86.2% |