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 | $113,928 | $60,124+89.5% | $90,404+26.0% | $79,858+42.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 5.04% | 71.94%-66.9pp | 1293.02%-1288.0pp | 31.71%-26.7pp |
| Employer contribution / active EE | $10,354 | $2,068+400.7% | $3,262+217.4% | $2,471+319.0% |
| Participant deferral / active EE | $1,256 | $2,938-57.2% | $3,963-68.3% | $3,740-66.4% |
| Admin fee / account holder | $8,669 | $3,976+118.0% | $5,611+54.5% | $5,306+63.4% |