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 | $134,478 | $102,966+30.6% | $90,281+49.0% | $152,861-12.0% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 5.20% | 95.16%-90.0pp | 78.10%-72.9pp | 345.32%-340.1pp |
| Employer contribution / active EE | $4,078 | $3,139+29.9% | $2,854+42.9% | $4,762-14.4% |
| Participant deferral / active EE | $4,653 | $4,281+8.7% | $3,885+19.8% | $5,850-20.5% |
| Admin fee / account holder | $641 | $6,171-89.6% | $5,351-88.0% | $11,596-94.5% |