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 | $79,908 | $49,922+60.1% | $80,569-0.8% | $75,163+6.3% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 9.21% | 34.69%-25.5pp | 935.43%-926.2pp | 160.62%-151.4pp |
| Employer contribution / active EE | $2,834 | $1,698+66.9% | $2,723+4.1% | $2,670+6.2% |
| Participant deferral / active EE | $3,091 | $2,990+3.4% | $4,447-30.5% | $4,125-25.1% |
| Admin fee / account holder | $1,145 | $3,577-68.0% | $5,377-78.7% | $5,651-79.7% |