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 | $70,336 | $49,173+43.0% | $121,098-41.9% | $75,163-6.4% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 11.96% | 55.99%-44.0pp | 985.75%-973.8pp | 160.62%-148.7pp |
| Employer contribution / active EE | $5,280 | $1,546+241.6% | $4,164+26.8% | $2,670+97.8% |
| Participant deferral / active EE | $6,033 | $2,628+129.6% | $4,080+47.9% | $4,125+46.3% |
| Admin fee / account holder | $981 | $3,942-75.1% | $5,644-82.6% | $5,651-82.6% |