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 | $132,084 | $112,096+17.8% | $95,952+37.7% | $158,922-16.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 2.47% | 171.09%-168.6pp | 91.61%-89.1pp | 302.83%-300.4pp |
| Employer contribution / active EE | $2,028 | $3,198-36.6% | $2,541-20.2% | $4,761-57.4% |
| Participant deferral / active EE | $21,038 | $4,784+339.8% | $4,167+404.9% | $5,982+251.7% |
| Admin fee / account holder | $5,256 | $10,130-48.1% | $6,795-22.6% | $11,246-53.3% |