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 | $90,579 | $49,922+81.4% | $80,569+12.4% | $75,163+20.5% |
| Participation rate | 87.8% | 55.3%+32.4pp | 67.0%+20.8pp | 67.2%+20.6pp |
| Annual return | 5.95% | 34.69%-28.7pp | 935.43%-929.5pp | 160.62%-154.7pp |
| Employer contribution / active EE | $2,886 | $1,698+69.9% | $2,723+6.0% | $2,670+8.1% |
| Participant deferral / active EE | $3,797 | $2,990+27.0% | $4,447-14.6% | $4,125-8.0% |
| Admin fee / account holder | $17,642 | $3,577+393.2% | $5,377+228.1% | $5,651+212.2% |