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 | $103,388 | $104,907-1.4% | $84,611+22.2% | $152,861-32.4% |
| Participation rate | 87.0% | 74.8%+12.1pp | 68.2%+18.7pp | 82.4%+4.5pp |
| Annual return | 5.66% | 373.79%-368.1pp | 258.74%-253.1pp | 345.32%-339.7pp |
| Employer contribution / active EE | $1,586 | $3,302-51.9% | $2,652-40.2% | $4,762-66.7% |
| Participant deferral / active EE | $3,742 | $4,688-20.2% | $3,899-4.0% | $5,850-36.0% |
| Admin fee / account holder | $11,078 | $6,241+77.5% | $4,912+125.5% | $11,596-4.5% |