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 | $84,541 | $96,635-12.5% | $86,612-2.4% | $139,434-39.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.06% | 106.41%-98.4pp | 591.07%-583.0pp | 372.94%-364.9pp |
| Employer contribution / active EE | $8,244 | $3,263+152.7% | $3,022+172.8% | $4,751+73.5% |
| Participant deferral / active EE | $2,181 | $4,836-54.9% | $4,438-50.8% | $6,710-67.5% |
| Admin fee / account holder | $2,172 | $6,408-66.1% | $5,614-61.3% | $11,403-81.0% |