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 | $73,794 | $180,749-59.2% | $160,784-54.1% | $137,256-46.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 9.61% | 2234.46%-2224.9pp | 1803.92%-1794.3pp | 220.34%-210.7pp |
| Employer contribution / active EE | $3,133 | $4,155-24.6% | $3,733-16.1% | $4,156-24.6% |
| Participant deferral / active EE | $6,912 | $6,844+1.0% | $6,293+9.8% | $6,407+7.9% |
| Admin fee / account holder | $2,263 | $10,397-78.2% | $9,717-76.7% | $12,270-81.6% |