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 | $142,784 | $107,334+33.0% | $92,893+53.7% | $152,861-6.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 10.59% | 145.58%-135.0pp | 109.41%-98.8pp | 345.32%-334.7pp |
| Employer contribution / active EE | $10,326 | $4,221+144.6% | $3,653+182.7% | $4,762+116.8% |
| Participant deferral / active EE | $3,717 | $4,845-23.3% | $4,236-12.3% | $5,850-36.5% |
| Admin fee / account holder | $1,966 | $7,079-72.2% | $5,794-66.1% | $11,596-83.0% |