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 | $105,527 | $74,888+40.9% | $71,209+48.2% | $142,382-25.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.10% | 345.14%-335.0pp | 282.51%-272.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,275 | $2,854-55.3% | $2,721-53.1% | $4,299-70.3% |
| Participant deferral / active EE | $6,029 | $4,454+35.4% | $4,175+44.4% | $6,507-7.3% |
| Admin fee / account holder | $6,819 | $5,568+22.5% | $5,349+27.5% | $12,624-46.0% |