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 | $90,090 | $68,097+32.3% | $62,929+43.2% | $137,256-34.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 7.84% | 1859.11%-1851.3pp | 1063.93%-1056.1pp | 220.34%-212.5pp |
| Employer contribution / active EE | $1,631 | $2,811-42.0% | $2,505-34.9% | $4,156-60.7% |
| Participant deferral / active EE | $3,539 | $4,553-22.3% | $3,888-9.0% | $6,407-44.8% |
| Admin fee / account holder | $45,292 | $6,521+594.5% | $5,065+794.3% | $12,270+269.1% |