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 | $145,972 | $81,632+78.8% | $70,449+107.2% | $158,922-8.1% |
| Participation rate | 91.7% | 77.7%+13.9pp | 75.1%+16.6pp | 82.0%+9.7pp |
| Annual return | 3.94% | 208.40%-204.5pp | 109.03%-105.1pp | 302.83%-298.9pp |
| Employer contribution / active EE | $11,045 | $3,217+243.3% | $2,737+303.6% | $4,761+132.0% |
| Participant deferral / active EE | $7,570 | $4,554+66.2% | $3,709+104.1% | $5,982+26.5% |
| Admin fee / account holder | $483 | $6,193-92.2% | $3,845-87.4% | $11,246-95.7% |