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 | $122,509 | $104,486+17.2% | $76,817+59.5% | $152,861-19.9% |
| Participation rate | 90.0% | 76.6%+13.4pp | 72.1%+17.9pp | 82.4%+7.6pp |
| Annual return | 2.43% | 1013.37%-1010.9pp | 1166.11%-1163.7pp | 345.32%-342.9pp |
| Employer contribution / active EE | $5,938 | $3,116+90.6% | $2,302+157.9% | $4,762+24.7% |
| Participant deferral / active EE | $880 | $4,236-79.2% | $3,336-73.6% | $5,850-85.0% |
| Admin fee / account holder | $6,547 | $12,275-46.7% | $6,420+2.0% | $11,596-43.5% |