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 | $142,012 | $104,486+35.9% | $76,817+84.9% | $152,861-7.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 6.60% | 1013.37%-1006.8pp | 1166.11%-1159.5pp | 345.32%-338.7pp |
| Employer contribution / active EE | $3,189 | $3,116+2.4% | $2,302+38.5% | $4,762-33.0% |
| Participant deferral / active EE | $8,676 | $4,236+104.8% | $3,336+160.1% | $5,850+48.3% |
| Admin fee / account holder | $25,513 | $12,275+107.8% | $6,420+297.4% | $11,596+120.0% |