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 | $146,369 | $102,966+42.2% | $90,281+62.1% | $152,861-4.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 3.84% | 95.16%-91.3pp | 78.10%-74.3pp | 345.32%-341.5pp |
| Employer contribution / active EE | $8,339 | $3,139+165.7% | $2,854+192.1% | $4,762+75.1% |
| Participant deferral / active EE | $8,549 | $4,281+99.7% | $3,885+120.0% | $5,850+46.1% |
| Admin fee / account holder | $1,335 | $6,171-78.4% | $5,351-75.0% | $11,596-88.5% |