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 | $167,079 | $117,841+41.8% | $102,423+63.1% | $145,922+14.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.68% | 31.65%-25.0pp | 29.32%-22.6pp | 561.29%-554.6pp |
| Employer contribution / active EE | $1,379 | $3,615-61.9% | $3,023-54.4% | $4,660-70.4% |
| Participant deferral / active EE | $4,631 | $5,731-19.2% | $5,053-8.3% | $6,688-30.8% |
| Admin fee / account holder | $5,854 | $13,326-56.1% | $9,451-38.1% | $13,397-56.3% |