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 | $158,291 | $102,317+54.7% | $146,958+7.7% | $80,856+95.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 8.27% | 134.76%-126.5pp | 418.34%-410.1pp | 35.59%-27.3pp |
| Employer contribution / active EE | $2,787 | $3,713-24.9% | $4,933-43.5% | $2,755+1.2% |
| Participant deferral / active EE | $7,573 | $6,644+14.0% | $8,070-6.2% | $4,296+76.3% |
| Admin fee / account holder | $910 | $7,941-88.5% | $12,998-93.0% | $6,918-86.8% |