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 | $64,204 | $109,817-41.5% | $98,442-34.8% | $167,490-61.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.12% | 1956.69%-1948.6pp | 1492.73%-1484.6pp | 478.56%-470.4pp |
| Employer contribution / active EE | $1,272 | $3,224-60.5% | $2,960-57.0% | $4,837-73.7% |
| Participant deferral / active EE | $3,879 | $4,673-17.0% | $4,276-9.3% | $6,341-38.8% |
| Admin fee / account holder | $855 | $6,753-87.3% | $5,949-85.6% | $12,309-93.1% |