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 | $118,742 | $84,696+40.2% | $75,696+56.9% | $167,490-29.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 8.06% | 199.36%-191.3pp | 104.53%-96.5pp | 478.56%-470.5pp |
| Employer contribution / active EE | $1,762 | $3,230-45.5% | $2,743-35.8% | $4,837-63.6% |
| Participant deferral / active EE | $1,762 | $4,580-61.5% | $3,821-53.9% | $6,341-72.2% |
| Admin fee / account holder | $402 | $5,355-92.5% | $3,619-88.9% | $12,309-96.7% |