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 | $148,018 | $133,922+10.5% | $116,228+27.4% | $142,382+4.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 6.53% | 147.76%-141.2pp | 90.06%-83.5pp | 217.08%-210.5pp |
| Employer contribution / active EE | $3,531 | $3,446+2.5% | $2,994+17.9% | $4,299-17.9% |
| Participant deferral / active EE | $4,421 | $5,672-22.1% | $4,953-10.7% | $6,507-32.1% |
| Admin fee / account holder | $29,088 | $14,945+94.6% | $11,989+142.6% | $12,624+130.4% |