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 | $95,875 | $49,173+95.0% | $121,098-20.8% | $75,163+27.6% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 12.47% | 55.99%-43.5pp | 985.75%-973.3pp | 160.62%-148.1pp |
| Employer contribution / active EE | $1,938 | $1,546+25.4% | $4,164-53.4% | $2,670-27.4% |
| Participant deferral / active EE | $2,974 | $2,628+13.2% | $4,080-27.1% | $4,125-27.9% |
| Admin fee / account holder | $5,057 | $3,942+28.3% | $5,644-10.4% | $5,651-10.5% |