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 | $97,965 | $96,484+1.5% | $75,886+29.1% | $152,861-35.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 4.40% | 33.98%-29.6pp | 30.76%-26.4pp | 345.32%-340.9pp |
| Employer contribution / active EE | $4,273 | $3,309+29.1% | $2,500+70.9% | $4,762-10.3% |
| Participant deferral / active EE | $3,395 | $4,553-25.4% | $3,603-5.8% | $5,850-42.0% |
| Admin fee / account holder | $27,288 | $8,078+237.8% | $5,418+403.6% | $11,596+135.3% |