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 | $60,188 | $57,281+5.1% | $86,612-30.5% | $75,163-19.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 13.07% | 2670.75%-2657.7pp | 591.07%-578.0pp | 160.62%-147.5pp |
| Employer contribution / active EE | $3,905 | $2,314+68.7% | $3,022+29.2% | $2,670+46.2% |
| Participant deferral / active EE | $2,662 | $3,318-19.8% | $4,438-40.0% | $4,125-35.5% |
| Admin fee / account holder | $13,292 | $4,112+223.3% | $5,614+136.7% | $5,651+135.2% |