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 | $99,071 | $99,020+0.1% | $86,590+14.4% | $147,584-32.9% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 7.74% | 1312.34%-1304.6pp | 964.84%-957.1pp | 578.55%-570.8pp |
| Employer contribution / active EE | $970 | $3,132-69.0% | $2,839-65.8% | $4,876-80.1% |
| Participant deferral / active EE | $2,078 | $3,972-47.7% | $3,609-42.4% | $5,439-61.8% |
| Admin fee / account holder | $1,159 | $5,710-79.7% | $4,906-76.4% | $10,885-89.3% |