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 | $160,000 | $96,635+65.6% | $86,612+84.7% | $139,434+14.7% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 0.27% | 106.41%-106.1pp | 591.07%-590.8pp | 372.94%-372.7pp |
| Employer contribution / active EE | $4,146 | $3,263+27.0% | $3,022+37.2% | $4,751-12.7% |
| Participant deferral / active EE | $5,300 | $4,836+9.6% | $4,438+19.4% | $6,710-21.0% |
| Admin fee / account holder | $12,223 | $6,408+90.8% | $5,614+117.7% | $11,403+7.2% |