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 | $152,139 | $63,346+140.2% | $92,233+65.0% | $70,131+116.9% |
| Participation rate | 85.7% | 68.7%+17.0pp | 76.5%+9.2pp | 69.5%+16.2pp |
| Annual return | 3.78% | 530.12%-526.3pp | 176.28%-172.5pp | 73.14%-69.4pp |
| Employer contribution / active EE | $9,355 | $2,471+278.6% | $3,679+154.2% | $2,342+299.4% |
| Participant deferral / active EE | $2,103 | $2,854-26.3% | $3,897-46.0% | $3,332-36.9% |
| Admin fee / account holder | $9,125 | $3,840+137.6% | $5,194+75.7% | $4,645+96.4% |