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 | $94,641 | $104,907-9.8% | $84,611+11.9% | $152,861-38.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 9.35% | 373.79%-364.4pp | 258.74%-249.4pp | 345.32%-336.0pp |
| Employer contribution / active EE | $1,827 | $3,302-44.7% | $2,652-31.1% | $4,762-61.6% |
| Participant deferral / active EE | $5,524 | $4,688+17.8% | $3,899+41.7% | $5,850-5.6% |
| Admin fee / account holder | $505 | $6,241-91.9% | $4,912-89.7% | $11,596-95.6% |