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 | $138,163 | $104,907+31.7% | $84,611+63.3% | $152,861-9.6% |
| Participation rate | 72.7% | 74.8%-2.1pp | 68.2%+4.5pp | 82.4%-9.7pp |
| Annual return | 5.54% | 373.79%-368.3pp | 258.74%-253.2pp | 345.32%-339.8pp |
| Employer contribution / active EE | $1,999 | $3,302-39.5% | $2,652-24.6% | $4,762-58.0% |
| Participant deferral / active EE | $3,608 | $4,688-23.0% | $3,899-7.5% | $5,850-38.3% |
| Admin fee / account holder | $95,726 | $6,241+1433.9% | $4,912+1848.7% | $11,596+725.5% |