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 | $63,311 | $53,516+18.3% | $126,539-50.0% | $84,808-25.3% |
| Participation rate | 85.2% | 58.2%+26.9pp | 69.8%+15.4pp | 68.3%+16.9pp |
| Annual return | 12.19% | 58.34%-46.1pp | 425.95%-413.8pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,819 | $1,535+18.5% | $3,674-50.5% | $2,631-30.8% |
| Participant deferral / active EE | $4,191 | $2,671+56.9% | $4,083+2.7% | $4,212-0.5% |
| Admin fee / account holder | $17,521 | $4,497+289.6% | $6,065+188.9% | $7,344+138.6% |