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 | $112,175 | $88,710+26.5% | $81,783+37.2% | $145,959-23.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.21% | 1027.26%-1021.0pp | 775.05%-768.8pp | 561.95%-555.7pp |
| Employer contribution / active EE | $1,412 | $3,083-54.2% | $2,913-51.5% | $4,661-69.7% |
| Participant deferral / active EE | $7,403 | $4,645+59.4% | $4,320+71.4% | $6,689+10.7% |
| Admin fee / account holder | $945 | $8,407-88.8% | $7,380-87.2% | $13,398-93.0% |