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 | $143,051 | $83,902+70.5% | $167,512-14.6% | $84,808+68.7% |
| Participation rate | 93.1% | 66.5%+26.6pp | 77.1%+16.0pp | 68.3%+24.8pp |
| Annual return | 12.73% | 91.55%-78.8pp | 1615.79%-1603.1pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,797 | $2,264+67.7% | $3,882-2.2% | $2,631+44.3% |
| Participant deferral / active EE | $8,927 | $4,442+100.9% | $6,405+39.4% | $4,212+112.0% |
| Admin fee / account holder | $27,108 | $7,915+242.5% | $9,769+177.5% | $7,344+269.1% |