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 | $66,392 | $102,604-35.3% | $86,188-23.0% | $139,434-52.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 5.32% | 1922.51%-1917.2pp | 1168.45%-1163.1pp | 372.94%-367.6pp |
| Employer contribution / active EE | $1,925 | $3,032-36.5% | $2,380-19.1% | $4,751-59.5% |
| Participant deferral / active EE | $3,444 | $4,676-26.3% | $3,985-13.6% | $6,710-48.7% |
| Admin fee / account holder | $662 | $8,657-92.4% | $6,852-90.3% | $11,403-94.2% |