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 | $81,926 | $100,041-18.1% | $149,718-45.3% | $70,131+16.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 7.08% | 27.43%-20.3pp | 1501.63%-1494.5pp | 73.14%-66.1pp |
| Employer contribution / active EE | $3,430 | $3,662-6.3% | $5,445-37.0% | $2,342+46.4% |
| Participant deferral / active EE | $6,175 | $4,983+23.9% | $6,569-6.0% | $3,332+85.3% |
| Admin fee / account holder | $918 | $8,286-88.9% | $11,283-91.9% | $4,645-80.2% |