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 | $75,811 | $96,635-21.5% | $86,612-12.5% | $139,434-45.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.99% | 106.41%-98.4pp | 591.07%-583.1pp | 372.94%-364.9pp |
| Employer contribution / active EE | $2,632 | $3,263-19.3% | $3,022-12.9% | $4,751-44.6% |
| Participant deferral / active EE | $2,639 | $4,836-45.4% | $4,438-40.5% | $6,710-60.7% |
| Admin fee / account holder | $14,584 | $6,408+127.6% | $5,614+159.8% | $11,403+27.9% |