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 | $114,208 | $105,998+7.7% | $92,233+23.8% | $147,584-22.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.21% | 50.05%-40.8pp | 176.28%-167.1pp | 578.55%-569.3pp |
| Employer contribution / active EE | $3,804 | $4,333-12.2% | $3,679+3.4% | $4,876-22.0% |
| Participant deferral / active EE | $7,884 | $4,478+76.1% | $3,897+102.3% | $5,439+45.0% |
| Admin fee / account holder | $11,022 | $6,332+74.1% | $5,194+112.2% | $10,885+1.3% |