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 | $77,601 | $60,124+29.1% | $90,404-14.2% | $79,858-2.8% |
| Participation rate | 97.6% | 65.0%+32.6pp | 72.7%+24.9pp | 69.6%+27.9pp |
| Annual return | 5.81% | 71.94%-66.1pp | 1293.02%-1287.2pp | 31.71%-25.9pp |
| Employer contribution / active EE | $2,679 | $2,068+29.6% | $3,262-17.9% | $2,471+8.4% |
| Participant deferral / active EE | $4,290 | $2,938+46.0% | $3,963+8.3% | $3,740+14.7% |
| Admin fee / account holder | $38,030 | $3,976+856.4% | $5,611+577.8% | $5,306+616.7% |