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 | $97,479 | $72,400+34.6% | $67,502+44.4% | $145,922-33.2% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 5.52% | 7182.46%-7176.9pp | 3512.12%-3506.6pp | 561.29%-555.8pp |
| Employer contribution / active EE | $843 | $3,069-72.5% | $2,731-69.1% | $4,660-81.9% |
| Participant deferral / active EE | $5,750 | $4,783+20.2% | $4,000+43.8% | $6,688-14.0% |
| Admin fee / account holder | $832 | $5,539-85.0% | $3,998-79.2% | $13,397-93.8% |