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 | $113,019 | $85,202+32.6% | $172,739-34.6% | $72,985+54.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 14.92% | 27.32%-12.4pp | 802.84%-787.9pp | 81.00%-66.1pp |
| Employer contribution / active EE | $4,946 | $3,324+48.8% | $5,143-3.8% | $2,440+102.7% |
| Participant deferral / active EE | $3,436 | $3,260+5.4% | $5,198-33.9% | $3,607-4.7% |
| Admin fee / account holder | $43,274 | $5,884+635.5% | $13,954+210.1% | $5,124+744.5% |