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 | $101,340 | $70,756+43.2% | $65,493+54.7% | $142,382-28.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 9.73% | 1754.89%-1745.2pp | 982.45%-972.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $3,244 | $2,881+12.6% | $2,574+26.0% | $4,299-24.6% |
| Participant deferral / active EE | $21,928 | $4,637+372.9% | $3,961+453.6% | $6,507+237.0% |
| Admin fee / account holder | $64,916 | $6,559+889.7% | $5,028+1191.0% | $12,624+414.2% |