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 | $96,659 | $69,207+39.7% | $64,056+50.9% | $139,434-30.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 4.36% | 45.88%-41.5pp | 33.69%-29.3pp | 372.94%-368.6pp |
| Employer contribution / active EE | $10,525 | $3,182+230.8% | $2,747+283.2% | $4,751+121.5% |
| Participant deferral / active EE | $5,520 | $4,682+17.9% | $3,880+42.3% | $6,710-17.7% |
| Admin fee / account holder | $52,341 | $4,244+1133.3% | $3,068+1605.9% | $11,403+359.0% |