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 | $151,695 | $102,966+47.3% | $90,281+68.0% | $152,861-0.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 4.35% | 95.16%-90.8pp | 78.10%-73.8pp | 345.32%-341.0pp |
| Employer contribution / active EE | $7,363 | $3,139+134.6% | $2,854+157.9% | $4,762+54.6% |
| Participant deferral / active EE | $6,283 | $4,281+46.8% | $3,885+61.7% | $5,850+7.4% |
| Admin fee / account holder | $3,245 | $6,171-47.4% | $5,351-39.4% | $11,596-72.0% |