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 | $156,510 | $105,998+47.7% | $92,233+69.7% | $147,584+6.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 3.63% | 50.05%-46.4pp | 176.28%-172.6pp | 578.55%-574.9pp |
| Employer contribution / active EE | $2,353 | $4,333-45.7% | $3,679-36.0% | $4,876-51.7% |
| Participant deferral / active EE | $2,644 | $4,478-41.0% | $3,897-32.2% | $5,439-51.4% |
| Admin fee / account holder | $15,727 | $6,332+148.4% | $5,194+202.8% | $10,885+44.5% |