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 | $145,008 | $102,604+41.3% | $86,188+68.2% | $139,434+4.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 5.69% | 1922.51%-1916.8pp | 1168.45%-1162.8pp | 372.94%-367.3pp |
| Employer contribution / active EE | $1,316 | $3,032-56.6% | $2,380-44.7% | $4,751-72.3% |
| Participant deferral / active EE | $2,369 | $4,676-49.3% | $3,985-40.6% | $6,710-64.7% |
| Admin fee / account holder | $3,372 | $8,657-61.0% | $6,852-50.8% | $11,403-70.4% |