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 | $155,190 | $102,966+50.7% | $90,281+71.9% | $152,861+1.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 4.05% | 95.16%-91.1pp | 78.10%-74.1pp | 345.32%-341.3pp |
| Employer contribution / active EE | $2,737 | $3,139-12.8% | $2,854-4.1% | $4,762-42.5% |
| Participant deferral / active EE | $6,333 | $4,281+47.9% | $3,885+63.0% | $5,850+8.2% |
| Admin fee / account holder | $1,554 | $6,171-74.8% | $5,351-71.0% | $11,596-86.6% |