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 | $133,278 | $107,334+24.2% | $92,893+43.5% | $152,861-12.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 6.94% | 145.58%-138.6pp | 109.41%-102.5pp | 345.32%-338.4pp |
| Employer contribution / active EE | $9,242 | $4,221+119.0% | $3,653+153.0% | $4,762+94.1% |
| Participant deferral / active EE | $5,785 | $4,845+19.4% | $4,236+36.6% | $5,850-1.1% |
| Admin fee / account holder | $2,844 | $7,079-59.8% | $5,794-50.9% | $11,596-75.5% |