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 | $141,565 | $102,966+37.5% | $90,281+56.8% | $152,861-7.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 5.05% | 95.16%-90.1pp | 78.10%-73.0pp | 345.32%-340.3pp |
| Employer contribution / active EE | $4,604 | $3,139+46.7% | $2,854+61.3% | $4,762-3.3% |
| Participant deferral / active EE | $8,952 | $4,281+109.1% | $3,885+130.4% | $5,850+53.0% |
| Admin fee / account holder | $170,667 | $6,171+2665.8% | $5,351+3089.3% | $11,596+1371.7% |