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 | $107,203 | $155,788-31.2% | $124,672-14.0% | $167,490-36.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 6.85% | 17.97%-11.1pp | 5142.93%-5136.1pp | 478.56%-471.7pp |
| Employer contribution / active EE | $2,188 | $4,163-47.4% | $3,324-34.2% | $4,837-54.8% |
| Participant deferral / active EE | $7,429 | $5,673+30.9% | $4,614+61.0% | $6,341+17.1% |
| Admin fee / account holder | $17,322 | $9,531+81.7% | $7,493+131.2% | $12,309+40.7% |