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 | $107,655 | $111,724-3.6% | $93,606+15.0% | $145,922-26.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.92% | 202.98%-196.1pp | 133.20%-126.3pp | 561.29%-554.4pp |
| Employer contribution / active EE | $636 | $3,090-79.4% | $2,420-73.7% | $4,660-86.3% |
| Participant deferral / active EE | $5,661 | $4,912+15.3% | $4,411+28.3% | $6,688-15.4% |
| Admin fee / account holder | $9,260 | $10,250-9.7% | $8,285+11.8% | $13,397-30.9% |