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 | $103,976 | $83,902+23.9% | $167,512-37.9% | $84,808+22.6% |
| Participation rate | 79.3% | 66.5%+12.8pp | 77.1%+2.3pp | 68.3%+11.0pp |
| Annual return | 12.57% | 91.55%-79.0pp | 1615.79%-1603.2pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,225 | $2,264-1.7% | $3,882-42.7% | $2,631-15.4% |
| Participant deferral / active EE | $5,399 | $4,442+21.5% | $6,405-15.7% | $4,212+28.2% |
| Admin fee / account holder | $28,665 | $7,915+262.2% | $9,769+193.4% | $7,344+290.3% |