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 | $95,556 | $70,756+35.1% | $65,493+45.9% | $142,382-32.9% |
| Participation rate | 81.0% | 77.4%+3.6pp | 73.1%+7.9pp | 80.1%+0.8pp |
| Annual return | 10.06% | 1754.89%-1744.8pp | 982.45%-972.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,187 | $4,637-31.3% | $3,961-19.5% | $6,507-51.0% |
| Admin fee / account holder | $10,112 | $6,559+54.2% | $5,028+101.1% | $12,624-19.9% |