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 | $151,506 | $102,966+47.1% | $90,281+67.8% | $152,861-0.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 6.02% | 95.16%-89.1pp | 78.10%-72.1pp | 345.32%-339.3pp |
| Employer contribution / active EE | $7,142 | $3,139+127.5% | $2,854+150.2% | $4,762+50.0% |
| Participant deferral / active EE | $7,611 | $4,281+77.8% | $3,885+95.9% | $5,850+30.1% |
| Admin fee / account holder | $5,208 | $6,171-15.6% | $5,351-2.7% | $11,596-55.1% |