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 | $124,356 | $102,966+20.8% | $90,281+37.7% | $152,861-18.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 4.38% | 95.16%-90.8pp | 78.10%-73.7pp | 345.32%-340.9pp |
| Employer contribution / active EE | $3,895 | $3,139+24.1% | $2,854+36.5% | $4,762-18.2% |
| Participant deferral / active EE | $2,719 | $4,281-36.5% | $3,885-30.0% | $5,850-53.5% |
| Admin fee / account holder | $2,455 | $6,171-60.2% | $5,351-54.1% | $11,596-78.8% |