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 | $150,579 | $91,538+64.5% | $129,995+15.8% | $75,163+100.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 12.32% | -631.11%+643.4pp | -137.18%+149.5pp | 160.62%-148.3pp |
| Employer contribution / active EE | $4,262 | $2,845+49.8% | $4,320-1.3% | $2,670+59.6% |
| Participant deferral / active EE | $6,877 | $4,341+58.4% | $5,820+18.2% | $4,125+66.7% |
| Admin fee / account holder | $6,091 | $6,790-10.3% | $10,614-42.6% | $5,651+7.8% |