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 | $81,897 | $65,561+24.9% | $86,188-5.0% | $75,163+9.0% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 12.51% | 46.05%-33.5pp | 1168.45%-1155.9pp | 160.62%-148.1pp |
| Employer contribution / active EE | $2,303 | $1,553+48.3% | $2,380-3.2% | $2,670-13.7% |
| Participant deferral / active EE | $5,458 | $3,024+80.5% | $3,985+37.0% | $4,125+32.3% |
| Admin fee / account holder | $15,524 | $5,474+183.6% | $6,852+126.6% | $5,651+174.7% |