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 | $99,530 | $144,119-30.9% | $117,854-15.5% | $147,584-32.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.54% | 531.15%-522.6pp | 335.08%-326.5pp | 578.55%-570.0pp |
| Employer contribution / active EE | $3,294 | $4,896-32.7% | $3,786-13.0% | $4,876-32.4% |
| Participant deferral / active EE | $1,723 | $5,316-67.6% | $4,482-61.6% | $5,439-68.3% |
| Admin fee / account holder | $473 | $10,886-95.7% | $8,020-94.1% | $10,885-95.7% |