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 | $86,928 | $96,635-10.0% | $86,612+0.4% | $139,434-37.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.98% | 106.41%-97.4pp | 591.07%-582.1pp | 372.94%-364.0pp |
| Employer contribution / active EE | $1,803 | $3,263-44.7% | $3,022-40.3% | $4,751-62.0% |
| Participant deferral / active EE | $2,970 | $4,836-38.6% | $4,438-33.1% | $6,710-55.7% |
| Admin fee / account holder | $7,497 | $6,408+17.0% | $5,614+33.5% | $11,403-34.3% |