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 | $156,022 | $100,852+54.7% | $90,404+72.6% | $158,922-1.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.51% | 1724.20%-1721.7pp | 1293.02%-1290.5pp | 302.83%-300.3pp |
| Employer contribution / active EE | $8,088 | $3,689+119.3% | $3,262+148.0% | $4,761+69.9% |
| Participant deferral / active EE | $9,796 | $4,348+125.3% | $3,963+147.2% | $5,982+63.8% |
| Admin fee / account holder | $692 | $6,501-89.3% | $5,611-87.7% | $11,246-93.8% |