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 | $105,223 | $85,202+23.5% | $172,739-39.1% | $72,985+44.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 4.90% | 27.32%-22.4pp | 802.84%-797.9pp | 81.00%-76.1pp |
| Employer contribution / active EE | $6,158 | $3,324+85.2% | $5,143+19.7% | $2,440+152.4% |
| Participant deferral / active EE | $5,239 | $3,260+60.7% | $5,198+0.8% | $3,607+45.2% |
| Admin fee / account holder | $22,492 | $5,884+282.3% | $13,954+61.2% | $5,124+338.9% |