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 | $146,665 | $102,966+42.4% | $90,281+62.5% | $152,861-4.1% |
| Participation rate | 90.5% | 75.9%+14.6pp | 73.3%+17.2pp | 82.4%+8.0pp |
| Annual return | 5.24% | 95.16%-89.9pp | 78.10%-72.9pp | 345.32%-340.1pp |
| Employer contribution / active EE | $6,535 | $3,139+108.2% | $2,854+129.0% | $4,762+37.2% |
| Participant deferral / active EE | $3,987 | $4,281-6.9% | $3,885+2.6% | $5,850-31.8% |
| Admin fee / account holder | $2,894 | $6,171-53.1% | $5,351-45.9% | $11,596-75.0% |