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 | $179,357 | $105,998+69.2% | $92,233+94.5% | $147,584+21.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 1.95% | 50.05%-48.1pp | 176.28%-174.3pp | 578.55%-576.6pp |
| Employer contribution / active EE | $1,670 | $4,333-61.5% | $3,679-54.6% | $4,876-65.7% |
| Participant deferral / active EE | $7,013 | $4,478+56.6% | $3,897+80.0% | $5,439+28.9% |
| Admin fee / account holder | $100,196 | $6,332+1482.3% | $5,194+1829.2% | $10,885+820.5% |