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 | $48,412 | $96,635-49.9% | $86,612-44.1% | $139,434-65.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.08% | 106.41%-97.3pp | 591.07%-582.0pp | 372.94%-363.9pp |
| Employer contribution / active EE | $7,426 | $3,263+127.6% | $3,022+145.7% | $4,751+56.3% |
| Participant deferral / active EE | $4,303 | $4,836-11.0% | $4,438-3.0% | $6,710-35.9% |
| Admin fee / account holder | $78,326 | $6,408+1122.3% | $5,614+1295.1% | $11,403+586.9% |