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 5-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 | $64,334 | $156,846-59.0% | $121,098-46.9% | $139,434-53.9% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 8.59% | 1474.56%-1466.0pp | 985.75%-977.2pp | 372.94%-364.4pp |
| Employer contribution / active EE | $10,651 | $5,536+92.4% | $4,164+155.8% | $4,751+124.2% |
| Participant deferral / active EE | $6,000 | $4,844+23.9% | $4,080+47.1% | $6,710-10.6% |
| Admin fee / account holder | $1,883 | $6,946-72.9% | $5,644-66.6% | $11,403-83.5% |