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 | $34,927 | $49,173-29.0% | $121,098-71.2% | $75,163-53.5% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 13.44% | 55.99%-42.5pp | 985.75%-972.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,878 | $1,546+21.5% | $4,164-54.9% | $2,670-29.6% |
| Participant deferral / active EE | $3,227 | $2,628+22.8% | $4,080-20.9% | $4,125-21.8% |
| Admin fee / account holder | $777 | $3,942-80.3% | $5,644-86.2% | $5,651-86.2% |