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 | $107,354 | $65,561+63.7% | $86,188+24.6% | $75,163+42.8% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 12.16% | 46.05%-33.9pp | 1168.45%-1156.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $945 | $1,553-39.2% | $2,380-60.3% | $2,670-64.6% |
| Participant deferral / active EE | $4,129 | $3,024+36.6% | $3,985+3.6% | $4,125+0.1% |
| Admin fee / account holder | $7,648 | $5,474+39.7% | $6,852+11.6% | $5,651+35.3% |