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 | $179,778 | $68,346+163.0% | $94,646+89.9% | $75,163+139.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 13.60% | 616.93%-603.3pp | 156.71%-143.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,449 | $2,701-9.3% | $3,672-33.3% | $2,670-8.3% |
| Participant deferral / active EE | $7,765 | $6,537+18.8% | $7,418+4.7% | $4,125+88.2% |
| Admin fee / account holder | $1,919 | $5,326-64.0% | $7,231-73.5% | $5,651-66.0% |