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 | $147,553 | $105,998+39.2% | $92,233+60.0% | $147,5840% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 8.80% | 50.05%-41.2pp | 176.28%-167.5pp | 578.55%-569.7pp |
| Employer contribution / active EE | $2,194 | $4,333-49.4% | $3,679-40.4% | $4,876-55.0% |
| Participant deferral / active EE | $10,072 | $4,478+124.9% | $3,897+158.5% | $5,439+85.2% |
| Admin fee / account holder | $11,383 | $6,332+79.8% | $5,194+119.2% | $10,885+4.6% |