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 | $83,771 | $88,751-5.6% | $81,812+2.4% | $145,922-42.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.69% | 1025.40%-1017.7pp | 773.79%-766.1pp | 561.29%-553.6pp |
| Employer contribution / active EE | $3,898 | $3,083+26.4% | $2,912+33.8% | $4,660-16.3% |
| Participant deferral / active EE | $4,636 | $4,643-0.2% | $4,319+7.3% | $6,688-30.7% |
| Admin fee / account holder | $42,480 | $8,415+404.8% | $7,386+475.1% | $13,397+217.1% |