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 | $98,294 | $65,409+50.3% | $98,442-0.1% | $85,850+14.5% |
| Participation rate | 75.3% | 65.0%+10.3pp | 73.3%+2.0pp | 69.3%+6.0pp |
| Annual return | 10.48% | 21.76%-11.3pp | 1492.73%-1482.2pp | 318.53%-308.1pp |
| Employer contribution / active EE | $4,699 | $2,168+116.8% | $2,960+58.8% | $2,565+83.2% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,208 | $4,593+35.2% | $5,949+4.4% | $6,260-0.8% |