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 | $75,710 | $60,124+25.9% | $90,404-16.3% | $79,858-5.2% |
| Participation rate | 91.3% | 65.0%+26.3pp | 72.7%+18.6pp | 69.6%+21.7pp |
| Annual return | 5.06% | 71.94%-66.9pp | 1293.02%-1288.0pp | 31.71%-26.7pp |
| Employer contribution / active EE | $2,416 | $2,068+16.8% | $3,262-25.9% | $2,471-2.2% |
| Participant deferral / active EE | $5,829 | $2,938+98.4% | $3,963+47.1% | $3,740+55.9% |
| Admin fee / account holder | $8,295 | $3,976+108.6% | $5,611+47.8% | $5,306+56.3% |