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 | $119,800 | $88,710+35.0% | $81,783+46.5% | $145,959-17.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.10% | 1027.26%-1019.2pp | 775.05%-766.9pp | 561.95%-553.8pp |
| Employer contribution / active EE | $1,814 | $3,083-41.2% | $2,913-37.7% | $4,661-61.1% |
| Participant deferral / active EE | $9,766 | $4,645+110.2% | $4,320+126.0% | $6,689+46.0% |
| Admin fee / account holder | $1,664 | $8,407-80.2% | $7,380-77.4% | $13,398-87.6% |