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 | $95,619 | $49,173+94.5% | $121,098-21.0% | $75,163+27.2% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 8.88% | 55.99%-47.1pp | 985.75%-976.9pp | 160.62%-151.7pp |
| Employer contribution / active EE | $1,264 | $1,546-18.2% | $4,164-69.6% | $2,670-52.7% |
| Participant deferral / active EE | $1,264 | $2,628-51.9% | $4,080-69.0% | $4,125-69.4% |
| Admin fee / account holder | $1,011 | $3,942-74.3% | $5,644-82.1% | $5,651-82.1% |