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 | $204,855 | $114,381+79.1% | $107,525+90.5% | $142,382+43.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.65% | 242.71%-235.1pp | 181.32%-173.7pp | 217.08%-209.4pp |
| Employer contribution / active EE | $1,492 | $4,015-62.8% | $3,754-60.2% | $4,299-65.3% |
| Participant deferral / active EE | $5,412 | $5,564-2.7% | $5,116+5.8% | $6,507-16.8% |
| Admin fee / account holder | $756 | $9,860-92.3% | $8,919-91.5% | $12,624-94.0% |