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 | $144,233 | $100,852+43.0% | $90,404+59.5% | $158,922-9.2% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 5.73% | 1724.20%-1718.5pp | 1293.02%-1287.3pp | 302.83%-297.1pp |
| Employer contribution / active EE | $1,942 | $3,689-47.4% | $3,262-40.5% | $4,761-59.2% |
| Participant deferral / active EE | $4,334 | $4,348-0.3% | $3,963+9.4% | $5,982-27.5% |
| Admin fee / account holder | $20,630 | $6,501+217.3% | $5,611+267.7% | $11,246+83.4% |