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 | $93,805 | $48,570+93.1% | $130,648-28.2% | $72,985+28.5% |
| Participation rate | 97.9% | 58.6%+39.3pp | 71.7%+26.1pp | 69.5%+28.4pp |
| Annual return | 4.23% | 38.63%-34.4pp | 1708.96%-1704.7pp | 81.00%-76.8pp |
| Employer contribution / active EE | $6,844 | $1,334+413.0% | $4,092+67.3% | $2,440+180.5% |
| Participant deferral / active EE | $3,203 | $2,384+34.4% | $3,603-11.1% | $3,607-11.2% |
| Admin fee / account holder | $12,979 | $3,549+265.7% | $5,464+137.5% | $5,124+153.3% |