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 | $90,761 | $65,409+38.8% | $98,442-7.8% | $85,850+5.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 8.21% | 21.76%-13.6pp | 1492.73%-1484.5pp | 318.53%-310.3pp |
| Employer contribution / active EE | $4,182 | $2,168+92.9% | $2,960+41.3% | $2,565+63.0% |
| Participant deferral / active EE | $7,753 | $3,166+144.8% | $4,276+81.3% | $3,952+96.2% |
| Admin fee / account holder | $17,397 | $4,593+278.8% | $5,949+192.4% | $6,260+177.9% |