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 | $96,495 | $76,738+25.7% | $56,411+71.1% | $145,922-33.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 1.51% | 2994.23%-2992.7pp | 1701.33%-1699.8pp | 561.29%-559.8pp |
| Employer contribution / active EE | $26,007 | $1,380+1784.7% | $1,039+2403.8% | $4,660+458.1% |
| Participant deferral / active EE | $30,064 | $2,623+1046.4% | $1,952+1440.3% | $6,688+349.5% |
| Admin fee / account holder | $1,139 | $3,334-65.8% | $2,829-59.7% | $13,397-91.5% |