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 | $142,529 | $102,317+39.3% | $146,958-3.0% | $80,856+76.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.54% | 134.76%-124.2pp | 418.34%-407.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $22,577 | $3,713+508.0% | $4,933+357.7% | $2,755+719.5% |
| Participant deferral / active EE | $8,689 | $6,644+30.8% | $8,070+7.7% | $4,296+102.3% |
| Admin fee / account holder | $17,245 | $7,941+117.2% | $12,998+32.7% | $6,918+149.3% |