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 | $134,318 | $100,773+33.3% | $88,946+51.0% | $142,382-5.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 4.04% | 70.18%-66.1pp | 57.82%-53.8pp | 217.08%-213.0pp |
| Employer contribution / active EE | $1,519 | $2,918-47.9% | $2,555-40.6% | $4,299-64.7% |
| Participant deferral / active EE | $7,668 | $5,230+46.6% | $4,581+67.4% | $6,507+17.8% |
| Admin fee / account holder | $24,815 | $9,693+156.0% | $8,261+200.4% | $12,624+96.6% |