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 | $144,487 | $104,486+38.3% | $76,817+88.1% | $152,861-5.5% |
| Participation rate | 83.3% | 76.6%+6.7pp | 72.1%+11.3pp | 82.4%+0.9pp |
| Annual return | 1.20% | 1013.37%-1012.2pp | 1166.11%-1164.9pp | 345.32%-344.1pp |
| Employer contribution / active EE | $1,796 | $3,116-42.4% | $2,302-22.0% | $4,762-62.3% |
| Participant deferral / active EE | $6,310 | $4,236+49.0% | $3,336+89.2% | $5,850+7.9% |
| Admin fee / account holder | $17,002 | $12,275+38.5% | $6,420+164.8% | $11,596+46.6% |