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 | $94,194 | $102,966-8.5% | $90,281+4.3% | $152,861-38.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 10.26% | 95.16%-84.9pp | 78.10%-67.8pp | 345.32%-335.1pp |
| Employer contribution / active EE | $3,548 | $3,139+13.0% | $2,854+24.3% | $4,762-25.5% |
| Participant deferral / active EE | $3,274 | $4,281-23.5% | $3,885-15.7% | $5,850-44.0% |
| Admin fee / account holder | $558 | $6,171-91.0% | $5,351-89.6% | $11,596-95.2% |