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 | $64,472 | $105,998-39.2% | $92,233-30.1% | $147,584-56.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.36% | 50.05%-42.7pp | 176.28%-168.9pp | 578.55%-571.2pp |
| Employer contribution / active EE | $9,173 | $4,333+111.7% | $3,679+149.3% | $4,876+88.1% |
| Participant deferral / active EE | $6,601 | $4,478+47.4% | $3,897+69.4% | $5,439+21.4% |
| Admin fee / account holder | $5,591 | $6,332-11.7% | $5,194+7.7% | $10,885-48.6% |