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 | $101,963 | $202,432-49.6% | $169,368-39.8% | $139,434-26.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.27% | 531.74%-523.5pp | 405.60%-397.3pp | 372.94%-364.7pp |
| Employer contribution / active EE | $3,452 | $4,692-26.4% | $4,013-14.0% | $4,751-27.3% |
| Participant deferral / active EE | $5,696 | $6,938-17.9% | $6,221-8.4% | $6,710-15.1% |
| Admin fee / account holder | $21,025 | $10,708+96.3% | $9,003+133.5% | $11,403+84.4% |