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 | $81,419 | $105,998-23.2% | $92,233-11.7% | $147,584-44.8% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 7.44% | 50.05%-42.6pp | 176.28%-168.8pp | 578.55%-571.1pp |
| Employer contribution / active EE | $6,166 | $4,333+42.3% | $3,679+67.6% | $4,876+26.4% |
| Participant deferral / active EE | $10,799 | $4,478+141.2% | $3,897+177.1% | $5,439+98.6% |
| Admin fee / account holder | $1,337 | $6,332-78.9% | $5,194-74.3% | $10,885-87.7% |