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 | $83,394 | $48,795+70.9% | $65,493+27.3% | $84,808-1.7% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 9.67% | 20.20%-10.5pp | 982.45%-972.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $2,164 | $1,930+12.1% | $2,574-15.9% | $2,631-17.8% |
| Participant deferral / active EE | $3,093 | $2,928+5.6% | $3,961-21.9% | $4,212-26.5% |
| Admin fee / account holder | $5,308 | $3,877+36.9% | $5,028+5.6% | $7,344-27.7% |