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 | $151,620 | $91,538+65.6% | $129,995+16.6% | $75,163+101.7% |
| 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 | $7,208 | $2,845+153.3% | $4,320+66.9% | $2,670+170.0% |
| Participant deferral / active EE | $7,820 | $4,341+80.2% | $5,820+34.4% | $4,125+89.6% |
| Admin fee / account holder | $4,853 | $6,790-28.5% | $10,614-54.3% | $5,651-14.1% |