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 | $122,661 | $109,327+12.2% | $89,391+37.2% | $158,922-22.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 3.18% | 345.68%-342.5pp | 245.62%-242.4pp | 302.83%-299.6pp |
| Employer contribution / active EE | $2,464 | $3,170-22.3% | $2,586-4.7% | $4,761-48.2% |
| Participant deferral / active EE | $4,788 | $4,598+4.1% | $3,890+23.1% | $5,982-20.0% |
| Admin fee / account holder | $17,540 | $6,153+185.1% | $4,881+259.3% | $11,246+56.0% |