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 | $132,778 | $63,346+109.6% | $92,233+44.0% | $70,131+89.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.74% | 530.12%-518.4pp | 176.28%-164.5pp | 73.14%-61.4pp |
| Employer contribution / active EE | $3,817 | $2,471+54.4% | $3,679+3.7% | $2,342+62.9% |
| Participant deferral / active EE | $1,829 | $2,854-35.9% | $3,897-53.1% | $3,332-45.1% |
| Admin fee / account holder | $6,580 | $3,840+71.3% | $5,194+26.7% | $4,645+41.6% |