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 | $99,967 | $94,752+5.5% | $112,887-11.4% | $139,434-28.3% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 8.93% | 40.88%-32.0pp | 34.10%-25.2pp | 372.94%-364.0pp |
| Employer contribution / active EE | $2,060 | $4,625-55.5% | $4,563-54.9% | $4,751-56.6% |
| Participant deferral / active EE | $3,534 | $6,512-45.7% | $6,513-45.7% | $6,710-47.3% |
| Admin fee / account holder | $42,176 | $8,527+394.6% | $7,047+498.5% | $11,403+269.9% |