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 | $108,362 | $100,852+7.4% | $90,404+19.9% | $158,922-31.8% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | -4.28% | 1724.20%-1728.5pp | 1293.02%-1297.3pp | 302.83%-307.1pp |
| Employer contribution / active EE | $2,240 | $3,689-39.3% | $3,262-31.3% | $4,761-53.0% |
| Participant deferral / active EE | $8,348 | $4,348+92.0% | $3,963+110.6% | $5,982+39.6% |
| Admin fee / account holder | $947 | $6,501-85.4% | $5,611-83.1% | $11,246-91.6% |