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 | $183,737 | $156,846+17.1% | $121,098+51.7% | $139,434+31.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.47% | 1474.56%-1467.1pp | 985.75%-978.3pp | 372.94%-365.5pp |
| Employer contribution / active EE | $2,364 | $5,536-57.3% | $4,164-43.2% | $4,751-50.2% |
| Participant deferral / active EE | $6,700 | $4,844+38.3% | $4,080+64.2% | $6,710-0.2% |
| Admin fee / account holder | $7,028 | $6,946+1.2% | $5,644+24.5% | $11,403-38.4% |