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 | $90,498 | $109,817-17.6% | $98,442-8.1% | $167,490-46.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.66% | 1956.69%-1948.0pp | 1492.73%-1484.1pp | 478.56%-469.9pp |
| Employer contribution / active EE | $1,794 | $3,224-44.4% | $2,960-39.4% | $4,837-62.9% |
| Participant deferral / active EE | $13,522 | $4,673+189.4% | $4,276+216.2% | $6,341+113.2% |
| Admin fee / account holder | $1,305 | $6,753-80.7% | $5,949-78.1% | $12,309-89.4% |