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 | $148,231 | $107,934+37.3% | $91,989+61.1% | $152,861-3.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 9.85% | 89.24%-79.4pp | 69.02%-59.2pp | 345.32%-335.5pp |
| Employer contribution / active EE | $3,517 | $4,210-16.4% | $3,452+1.9% | $4,762-26.1% |
| Participant deferral / active EE | $12,421 | $6,364+95.2% | $5,923+109.7% | $5,850+112.3% |
| Admin fee / account holder | $123,722 | $10,520+1076.1% | $7,743+1497.9% | $11,596+966.9% |