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 | $149,909 | $96,305+55.7% | $80,569+86.1% | $139,434+7.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 8.54% | 1350.08%-1341.5pp | 935.43%-926.9pp | 372.94%-364.4pp |
| Employer contribution / active EE | $2,279 | $3,262-30.1% | $2,723-16.3% | $4,751-52.0% |
| Participant deferral / active EE | $16,262 | $5,232+210.8% | $4,447+265.6% | $6,710+142.3% |
| Admin fee / account holder | $4,783 | $6,599-27.5% | $5,377-11.0% | $11,403-58.0% |