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 | $132,633 | $100,041+32.6% | $149,718-11.4% | $70,131+89.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.57% | 27.43%-15.9pp | 1501.63%-1490.1pp | 73.14%-61.6pp |
| Employer contribution / active EE | $5,493 | $3,662+50.0% | $5,445+0.9% | $2,342+134.5% |
| Participant deferral / active EE | $4,346 | $4,983-12.8% | $6,569-33.8% | $3,332+30.5% |
| Admin fee / account holder | $1,111 | $8,286-86.6% | $11,283-90.2% | $4,645-76.1% |