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 | $219,757 | $124,185+77.0% | $108,410+102.7% | $167,490+31.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 5.87% | 1379.64%-1373.8pp | 905.27%-899.4pp | 478.56%-472.7pp |
| Employer contribution / active EE | $1,847 | $4,187-55.9% | $3,558-48.1% | $4,837-61.8% |
| Participant deferral / active EE | $2,422 | $6,908-64.9% | $6,563-63.1% | $6,341-61.8% |
| Admin fee / account holder | $7,393 | $9,455-21.8% | $7,295+1.3% | $12,309-39.9% |