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 | $79,152 | $96,635-18.1% | $86,612-8.6% | $139,434-43.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.49% | 106.41%-97.9pp | 591.07%-582.6pp | 372.94%-364.5pp |
| Employer contribution / active EE | $2,051 | $3,263-37.2% | $3,022-32.2% | $4,751-56.8% |
| Participant deferral / active EE | $5,257 | $4,836+8.7% | $4,438+18.5% | $6,710-21.7% |
| Admin fee / account holder | $37,345 | $6,408+482.8% | $5,614+565.2% | $11,403+227.5% |