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 | $98,413 | $89,355+10.1% | $141,162-30.3% | $72,985+34.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 14.10% | 111.85%-97.7pp | 71.39%-57.3pp | 81.00%-66.9pp |
| Employer contribution / active EE | $7,348 | $3,114+135.9% | $4,735+55.2% | $2,440+201.2% |
| Participant deferral / active EE | $6,226 | $5,418+14.9% | $6,709-7.2% | $3,607+72.6% |
| Admin fee / account holder | $24,988 | $5,958+319.4% | $10,261+143.5% | $5,124+387.6% |