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 | $87,417 | $57,281+52.6% | $86,612+0.9% | $75,163+16.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 10.81% | 2670.75%-2659.9pp | 591.07%-580.3pp | 160.62%-149.8pp |
| Employer contribution / active EE | $3,336 | $2,314+44.2% | $3,022+10.4% | $2,670+25.0% |
| Participant deferral / active EE | $4,764 | $3,318+43.6% | $4,438+7.4% | $4,125+15.5% |
| Admin fee / account holder | $12,537 | $4,112+204.9% | $5,614+123.3% | $5,651+121.9% |