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 | $85,854 | $49,922+72.0% | $80,569+6.6% | $75,163+14.2% |
| Participation rate | 90.0% | 55.3%+34.7pp | 67.0%+23.0pp | 67.2%+22.8pp |
| Annual return | 13.22% | 34.69%-21.5pp | 935.43%-922.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,382 | $1,698-18.6% | $2,723-49.3% | $2,670-48.2% |
| Participant deferral / active EE | $10,030 | $2,990+235.4% | $4,447+125.5% | $4,125+143.1% |
| Admin fee / account holder | $31,708 | $3,577+786.4% | $5,377+489.7% | $5,651+461.1% |