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 | $165,589 | $106,890+54.9% | $84,015+97.1% | $152,861+8.3% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.4%+7.6pp |
| Annual return | 4.37% | 104.99%-100.6pp | 71.31%-66.9pp | 345.32%-340.9pp |
| Employer contribution / active EE | $2,055 | $2,734-24.8% | $1,983+3.6% | $4,762-56.8% |
| Participant deferral / active EE | $6,439 | $4,011+60.5% | $3,239+98.8% | $5,850+10.1% |
| Admin fee / account holder | $749 | $8,285-91.0% | $6,101-87.7% | $11,596-93.5% |