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 | $100,630 | $90,348+11.4% | $75,972+32.5% | $145,922-31.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 2.87% | 620.88%-618.0pp | 359.55%-356.7pp | 561.29%-558.4pp |
| Employer contribution / active EE | $1,467 | $3,311-55.7% | $2,685-45.4% | $4,660-68.5% |
| Participant deferral / active EE | $4,107 | $5,162-20.4% | $4,255-3.5% | $6,688-38.6% |
| Admin fee / account holder | $2,182 | $8,467-74.2% | $6,467-66.3% | $13,397-83.7% |