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 | $90,627 | $102,604-11.7% | $86,188+5.2% | $139,434-35.0% |
| Participation rate | 94.7% | 74.5%+20.2pp | 69.0%+25.8pp | 80.3%+14.4pp |
| Annual return | 7.45% | 1922.51%-1915.1pp | 1168.45%-1161.0pp | 372.94%-365.5pp |
| Employer contribution / active EE | $5,103 | $3,032+68.3% | $2,380+114.4% | $4,751+7.4% |
| Participant deferral / active EE | $2,953 | $4,676-36.8% | $3,985-25.9% | $6,710-56.0% |
| Admin fee / account holder | $7,366 | $8,657-14.9% | $6,852+7.5% | $11,403-35.4% |