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 | $155,549 | $100,773+54.4% | $88,946+74.9% | $142,382+9.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 8.67% | 70.18%-61.5pp | 57.82%-49.2pp | 217.08%-208.4pp |
| Employer contribution / active EE | $3,659 | $2,918+25.4% | $2,555+43.2% | $4,299-14.9% |
| Participant deferral / active EE | $6,419 | $5,230+22.7% | $4,581+40.1% | $6,507-1.4% |
| Admin fee / account holder | $2,812 | $9,693-71.0% | $8,261-66.0% | $12,624-77.7% |