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 | $157,722 | $65,561+140.6% | $86,188+83.0% | $75,163+109.8% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 10.37% | 46.05%-35.7pp | 1168.45%-1158.1pp | 160.62%-150.3pp |
| Employer contribution / active EE | $3,222 | $1,553+107.5% | $2,380+35.4% | $2,670+20.7% |
| Participant deferral / active EE | $7,921 | $3,024+162.0% | $3,985+98.7% | $4,125+92.0% |
| Admin fee / account holder | $6,733 | $5,474+23.0% | $6,852-1.7% | $5,651+19.1% |