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 | $82,095 | $53,127+54.5% | $86,590-5.2% | $70,131+17.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 11.23% | 27.66%-16.4pp | 964.84%-953.6pp | 73.14%-61.9pp |
| Employer contribution / active EE | $1,585 | $2,068-23.3% | $2,839-44.2% | $2,342-32.3% |
| Participant deferral / active EE | $1,636 | $2,696-39.3% | $3,609-54.7% | $3,332-50.9% |
| Admin fee / account holder | $11,069 | $3,585+208.7% | $4,906+125.6% | $4,645+138.3% |