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 | $87,194 | $57,281+52.2% | $86,612+0.7% | $75,163+16.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 8.71% | 2670.75%-2662.0pp | 591.07%-582.4pp | 160.62%-151.9pp |
| Employer contribution / active EE | $3,205 | $2,314+38.5% | $3,022+6.0% | $2,670+20.0% |
| Participant deferral / active EE | $5,552 | $3,318+67.4% | $4,438+25.1% | $4,125+34.6% |
| Admin fee / account holder | $15,898 | $4,112+286.6% | $5,614+183.2% | $5,651+181.3% |