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 | $104,459 | $100,041+4.4% | $149,718-30.2% | $70,131+48.9% |
| Participation rate | 84.8% | 83.6%+1.2pp | 87.1%-2.3pp | 69.5%+15.2pp |
| Annual return | 5.67% | 27.43%-21.8pp | 1501.63%-1496.0pp | 73.14%-67.5pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,047 | $4,983-38.8% | $6,569-53.6% | $3,332-8.5% |
| Admin fee / account holder | $11,046 | $8,286+33.3% | $11,283-2.1% | $4,645+137.8% |