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 | $146,294 | $85,202+71.7% | $172,739-15.3% | $72,985+100.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 12.75% | 27.32%-14.6pp | 802.84%-790.1pp | 81.00%-68.3pp |
| Employer contribution / active EE | $6,326 | $3,324+90.3% | $5,143+23.0% | $2,440+159.3% |
| Participant deferral / active EE | $4,477 | $3,260+37.3% | $5,198-13.9% | $3,607+24.1% |
| Admin fee / account holder | $7,417 | $5,884+26.1% | $13,954-46.8% | $5,124+44.7% |