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 | $54,016 | $49,173+9.9% | $121,098-55.4% | $75,163-28.1% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 2.30% | 55.99%-53.7pp | 985.75%-983.5pp | 160.62%-158.3pp |
| Employer contribution / active EE | $3,328 | $1,546+115.3% | $4,164-20.1% | $2,670+24.7% |
| Participant deferral / active EE | $4,063 | $2,628+54.6% | $4,080-0.4% | $4,125-1.5% |
| Admin fee / account holder | $5,033 | $3,942+27.7% | $5,644-10.8% | $5,651-10.9% |