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 | $159,199 | $100,041+59.1% | $149,718+6.3% | $70,131+127.0% |
| Participation rate | 96.8% | 83.6%+13.2pp | 87.1%+9.7pp | 69.5%+27.2pp |
| Annual return | 11.67% | 27.43%-15.8pp | 1501.63%-1490.0pp | 73.14%-61.5pp |
| Employer contribution / active EE | $4,665 | $3,662+27.4% | $5,445-14.3% | $2,342+99.1% |
| Participant deferral / active EE | $7,561 | $4,983+51.7% | $6,569+15.1% | $3,332+126.9% |
| Admin fee / account holder | $1,218 | $8,286-85.3% | $11,283-89.2% | $4,645-73.8% |