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 | $146,311 | $68,346+114.1% | $94,646+54.6% | $75,163+94.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 14.45% | 616.93%-602.5pp | 156.71%-142.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,851 | $2,701+5.6% | $3,672-22.4% | $2,670+6.8% |
| Participant deferral / active EE | $5,175 | $6,537-20.8% | $7,418-30.2% | $4,125+25.4% |
| Admin fee / account holder | $12,592 | $5,326+136.4% | $7,231+74.1% | $5,651+122.8% |