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 | $198,383 | $72,400+174.0% | $67,502+193.9% | $145,922+36.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 6.75% | 7182.46%-7175.7pp | 3512.12%-3505.4pp | 561.29%-554.5pp |
| Employer contribution / active EE | $8,067 | $3,069+162.8% | $2,731+195.4% | $4,660+73.1% |
| Participant deferral / active EE | $2,314 | $4,783-51.6% | $4,000-42.2% | $6,688-65.4% |
| Admin fee / account holder | $2,394 | $5,539-56.8% | $3,998-40.1% | $13,397-82.1% |