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 | $130,683 | $107,334+21.8% | $92,893+40.7% | $152,861-14.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 1.89% | 145.58%-143.7pp | 109.41%-107.5pp | 345.32%-343.4pp |
| Employer contribution / active EE | $2,935 | $4,221-30.5% | $3,653-19.7% | $4,762-38.4% |
| Participant deferral / active EE | $17,017 | $4,845+251.2% | $4,236+301.7% | $5,850+190.9% |
| Admin fee / account holder | $477 | $7,079-93.3% | $5,794-91.8% | $11,596-95.9% |