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 | $98,638 | $70,587+39.7% | $124,672-20.9% | $85,850+14.9% |
| Participation rate | 83.1% | 64.4%+18.6pp | 74.6%+8.4pp | 69.3%+13.7pp |
| Annual return | 10.89% | 20688.83%-20677.9pp | 5142.93%-5132.0pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,697 | $1,913-11.3% | $3,324-48.9% | $2,565-33.9% |
| Participant deferral / active EE | $5,425 | $2,969+82.7% | $4,614+17.6% | $3,952+37.3% |
| Admin fee / account holder | $29,753 | $5,282+463.3% | $7,493+297.1% | $6,260+375.3% |