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 | $98,552 | $70,587+39.6% | $124,672-21.0% | $85,850+14.8% |
| Participation rate | 92.8% | 64.4%+28.3pp | 74.6%+18.1pp | 69.3%+23.4pp |
| Annual return | 9.00% | 20688.83%-20679.8pp | 5142.93%-5133.9pp | 318.53%-309.5pp |
| Employer contribution / active EE | $3,598 | $1,913+88.0% | $3,324+8.3% | $2,565+40.3% |
| Participant deferral / active EE | $2,823 | $2,969-4.9% | $4,614-38.8% | $3,952-28.6% |
| Admin fee / account holder | $10,215 | $5,282+93.4% | $7,493+36.3% | $6,260+63.2% |