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 | $76,366 | $48,570+57.2% | $130,648-41.5% | $72,985+4.6% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 16.07% | 38.63%-22.6pp | 1708.96%-1692.9pp | 81.00%-64.9pp |
| Employer contribution / active EE | $4,824 | $1,334+261.6% | $4,092+17.9% | $2,440+97.7% |
| Participant deferral / active EE | $4,421 | $2,384+85.5% | $3,603+22.7% | $3,607+22.6% |
| Admin fee / account holder | $1,999 | $3,549-43.7% | $5,464-63.4% | $5,124-61.0% |