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 | $186,626 | $109,817+69.9% | $98,442+89.6% | $167,490+11.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 6.53% | 1956.69%-1950.2pp | 1492.73%-1486.2pp | 478.56%-472.0pp |
| Employer contribution / active EE | $13,723 | $3,224+325.7% | $2,960+363.6% | $4,837+183.7% |
| Participant deferral / active EE | $7,831 | $4,673+67.6% | $4,276+83.1% | $6,341+23.5% |
| Admin fee / account holder | $1,123 | $6,753-83.4% | $5,949-81.1% | $12,309-90.9% |