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 | $138,914 | $105,998+31.1% | $92,233+50.6% | $147,584-5.9% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 4.70% | 50.05%-45.3pp | 176.28%-171.6pp | 578.55%-573.8pp |
| Employer contribution / active EE | $9,202 | $4,333+112.4% | $3,679+150.1% | $4,876+88.7% |
| Participant deferral / active EE | $10,324 | $4,478+130.6% | $3,897+164.9% | $5,439+89.8% |
| Admin fee / account holder | $570 | $6,332-91.0% | $5,194-89.0% | $10,885-94.8% |