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 | $107,607 | $102,966+4.5% | $90,281+19.2% | $152,861-29.6% |
| Participation rate | 89.5% | 75.9%+13.6pp | 73.3%+16.2pp | 82.4%+7.0pp |
| Annual return | 3.43% | 95.16%-91.7pp | 78.10%-74.7pp | 345.32%-341.9pp |
| Employer contribution / active EE | $2,199 | $3,139-29.9% | $2,854-23.0% | $4,762-53.8% |
| Participant deferral / active EE | $3,376 | $4,281-21.2% | $3,885-13.1% | $5,850-42.3% |
| Admin fee / account holder | $807 | $6,171-86.9% | $5,351-84.9% | $11,596-93.0% |