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 | $81,853 | $102,966-20.5% | $90,281-9.3% | $152,861-46.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 4.79% | 95.16%-90.4pp | 78.10%-73.3pp | 345.32%-340.5pp |
| Employer contribution / active EE | $5,408 | $3,139+72.3% | $2,854+89.5% | $4,762+13.6% |
| Participant deferral / active EE | $2,600 | $4,281-39.3% | $3,885-33.1% | $5,850-55.6% |
| Admin fee / account holder | $9,602 | $6,171+55.6% | $5,351+79.4% | $11,596-17.2% |