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 | $166,338 | $70,756+135.1% | $65,493+154.0% | $142,382+16.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 8.81% | 1754.89%-1746.1pp | 982.45%-973.6pp | 217.08%-208.3pp |
| Employer contribution / active EE | $1,634 | $2,881-43.3% | $2,574-36.5% | $4,299-62.0% |
| Participant deferral / active EE | $2,088 | $4,637-55.0% | $3,961-47.3% | $6,507-67.9% |
| Admin fee / account holder | $3,179 | $6,559-51.5% | $5,028-36.8% | $12,624-74.8% |