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 | $130,164 | $65,409+99.0% | $98,442+32.2% | $85,850+51.6% |
| Participation rate | 98.0% | 65.0%+33.0pp | 73.3%+24.7pp | 69.3%+28.7pp |
| Annual return | 11.58% | 21.76%-10.2pp | 1492.73%-1481.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $10,057 | $2,168+364.0% | $2,960+239.8% | $2,565+292.1% |
| Participant deferral / active EE | $3,289 | $3,166+3.9% | $4,276-23.1% | $3,952-16.8% |
| Admin fee / account holder | $18,169 | $4,593+295.6% | $5,949+205.4% | $6,260+190.2% |