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 | $159,432 | $133,922+19.0% | $116,228+37.2% | $142,382+12.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 4.51% | 147.76%-143.2pp | 90.06%-85.5pp | 217.08%-212.6pp |
| Employer contribution / active EE | $3,622 | $3,446+5.1% | $2,994+20.9% | $4,299-15.8% |
| Participant deferral / active EE | $5,360 | $5,672-5.5% | $4,953+8.2% | $6,507-17.6% |
| Admin fee / account holder | $7,072 | $14,945-52.7% | $11,989-41.0% | $12,624-44.0% |