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 | $142,615 | $118,849+20.0% | $96,562+47.7% | $167,490-14.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 6.52% | 50.49%-44.0pp | 37.78%-31.3pp | 478.56%-472.0pp |
| Employer contribution / active EE | $1,435 | $3,120-54.0% | $2,356-39.1% | $4,837-70.3% |
| Participant deferral / active EE | $4,120 | $4,616-10.8% | $3,849+7.0% | $6,341-35.0% |
| Admin fee / account holder | $27,672 | $8,065+243.1% | $6,181+347.7% | $12,309+124.8% |