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 5-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 | $109,737 | $74,888+46.5% | $71,209+54.1% | $142,382-22.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.24% | 345.14%-335.9pp | 282.51%-273.3pp | 217.08%-207.8pp |
| Employer contribution / active EE | $1,754 | $2,854-38.5% | $2,721-35.5% | $4,299-59.2% |
| Participant deferral / active EE | $2,697 | $4,454-39.5% | $4,175-35.4% | $6,507-58.6% |
| Admin fee / account holder | $641 | $5,568-88.5% | $5,349-88.0% | $12,624-94.9% |