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 | $100,784 | $85,766+17.5% | $136,294-26.1% | $70,131+43.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 9.13% | 31.45%-22.3pp | 5155.94%-5146.8pp | 73.14%-64.0pp |
| Employer contribution / active EE | $2,121 | $2,966-28.5% | $4,695-54.8% | $2,342-9.4% |
| Participant deferral / active EE | $9,000 | $5,051+78.2% | $6,247+44.1% | $3,332+170.1% |
| Admin fee / account holder | $1,061 | $5,420-80.4% | $9,243-88.5% | $4,645-77.2% |