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 | $84,177 | $70,756+19.0% | $65,493+28.5% | $142,382-40.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 6.80% | 1754.89%-1748.1pp | 982.45%-975.6pp | 217.08%-210.3pp |
| Employer contribution / active EE | $4,956 | $2,881+72.0% | $2,574+92.5% | $4,299+15.3% |
| Participant deferral / active EE | $13,204 | $4,637+184.7% | $3,961+233.4% | $6,507+102.9% |
| Admin fee / account holder | $544,712 | $6,559+8204.8% | $5,028+10733.1% | $12,624+4215.0% |