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 6-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 | $96,957 | $49,173+97.2% | $121,098-19.9% | $75,163+29.0% |
| Participation rate | 92.2% | 55.4%+36.8pp | 69.5%+22.7pp | 67.2%+25.0pp |
| Annual return | 7.57% | 55.99%-48.4pp | 985.75%-978.2pp | 160.62%-153.1pp |
| Employer contribution / active EE | $2,143 | $1,546+38.7% | $4,164-48.5% | $2,670-19.7% |
| Participant deferral / active EE | $4,184 | $2,628+59.2% | $4,080+2.6% | $4,125+1.4% |
| Admin fee / account holder | $7,195 | $3,942+82.5% | $5,644+27.5% | $5,651+27.3% |