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 | $191,780 | $102,604+86.9% | $86,188+122.5% | $139,434+37.5% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 6.77% | 1922.51%-1915.7pp | 1168.45%-1161.7pp | 372.94%-366.2pp |
| Employer contribution / active EE | $1,334 | $3,032-56.0% | $2,380-44.0% | $4,751-71.9% |
| Participant deferral / active EE | $6,825 | $4,676+46.0% | $3,985+71.2% | $6,710+1.7% |
| Admin fee / account holder | $1,002 | $8,657-88.4% | $6,852-85.4% | $11,403-91.2% |