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 | $100,483 | $102,966-2.4% | $90,281+11.3% | $152,861-34.3% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 3.00% | 95.16%-92.2pp | 78.10%-75.1pp | 345.32%-342.3pp |
| Employer contribution / active EE | $2,036 | $3,139-35.1% | $2,854-28.7% | $4,762-57.3% |
| Participant deferral / active EE | $5,099 | $4,281+19.1% | $3,885+31.2% | $5,850-12.8% |
| Admin fee / account holder | $40,592 | $6,171+557.8% | $5,351+658.6% | $11,596+250.0% |