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 | $110,433 | $70,756+56.1% | $65,493+68.6% | $142,382-22.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 6.88% | 1754.89%-1748.0pp | 982.45%-975.6pp | 217.08%-210.2pp |
| Employer contribution / active EE | $858 | $2,881-70.2% | $2,574-66.7% | $4,299-80.0% |
| Participant deferral / active EE | $2,543 | $4,637-45.2% | $3,961-35.8% | $6,507-60.9% |
| Admin fee / account holder | $2,979 | $6,559-54.6% | $5,028-40.8% | $12,624-76.4% |