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 | $95,241 | $48,570+96.1% | $130,648-27.1% | $72,985+30.5% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 15.38% | 38.63%-23.2pp | 1708.96%-1693.6pp | 81.00%-65.6pp |
| Employer contribution / active EE | $2,020 | $1,334+51.4% | $4,092-50.6% | $2,440-17.2% |
| Participant deferral / active EE | $4,279 | $2,384+79.5% | $3,603+18.8% | $3,607+18.6% |
| Admin fee / account holder | $2,683 | $3,549-24.4% | $5,464-50.9% | $5,124-47.6% |