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 | $75,096 | $39,798+88.7% | $67,711+10.9% | $59,632+25.9% |
| Participation rate | 95.2% | 57.4%+37.8pp | 67.5%+27.6pp | 68.7%+26.5pp |
| Annual return | -3.33% | 89.94%-93.3pp | 25.41%-28.7pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $1,943 | $1,393+39.5% | $2,559-24.1% | $2,203-11.8% |
| Participant deferral / active EE | $3,822 | $2,335+63.7% | $3,585+6.6% | $3,192+19.8% |
| Admin fee / account holder | $1,130 | $3,212-64.8% | $4,255-73.4% | $4,297-73.7% |