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 | $61,503 | $60,124+2.3% | $90,404-32.0% | $79,858-23.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 6.65% | 71.94%-65.3pp | 1293.02%-1286.4pp | 31.71%-25.1pp |
| Employer contribution / active EE | $3,552 | $2,068+71.8% | $3,262+8.9% | $2,471+43.8% |
| Participant deferral / active EE | $3,276 | $2,938+11.5% | $3,963-17.4% | $3,740-12.4% |
| Admin fee / account holder | $3,886 | $3,976-2.3% | $5,611-30.7% | $5,306-26.8% |