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 | $81,397 | $202,318-59.8% | $172,739-52.9% | $152,861-46.8% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 3.81% | 1029.65%-1025.8pp | 802.84%-799.0pp | 345.32%-341.5pp |
| Employer contribution / active EE | $2,036 | $5,856-65.2% | $5,143-60.4% | $4,762-57.3% |
| Participant deferral / active EE | $4,811 | $5,948-19.1% | $5,198-7.4% | $5,850-17.8% |
| Admin fee / account holder | $698 | $17,109-95.9% | $13,954-95.0% | $11,596-94.0% |