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 | $164,186 | $100,852+62.8% | $90,404+81.6% | $158,922+3.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.56% | 1724.20%-1719.6pp | 1293.02%-1288.5pp | 302.83%-298.3pp |
| Employer contribution / active EE | $2,112 | $3,689-42.7% | $3,262-35.3% | $4,761-55.6% |
| Participant deferral / active EE | $6,908 | $4,348+58.9% | $3,963+74.3% | $5,982+15.5% |
| Admin fee / account holder | $692 | $6,501-89.4% | $5,611-87.7% | $11,246-93.8% |