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 | $139,460 | $99,020+40.8% | $86,590+61.1% | $147,584-5.5% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 5.99% | 1312.34%-1306.3pp | 964.84%-958.9pp | 578.55%-572.6pp |
| Employer contribution / active EE | $1,797 | $3,132-42.6% | $2,839-36.7% | $4,876-63.2% |
| Participant deferral / active EE | $2,905 | $3,972-26.9% | $3,609-19.5% | $5,439-46.6% |
| Admin fee / account holder | $1,475 | $5,710-74.2% | $4,906-69.9% | $10,885-86.5% |