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 | $60,380 | $57,281+5.4% | $86,612-30.3% | $75,163-19.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 11.50% | 2670.75%-2659.3pp | 591.07%-579.6pp | 160.62%-149.1pp |
| Employer contribution / active EE | $12,555 | $2,314+442.4% | $3,022+315.4% | $2,670+370.2% |
| Participant deferral / active EE | $3,998 | $3,318+20.5% | $4,438-9.9% | $4,125-3.1% |
| Admin fee / account holder | $17,214 | $4,112+318.6% | $5,614+206.6% | $5,651+204.6% |