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 | $145,360 | $102,604+41.7% | $86,188+68.7% | $139,434+4.2% |
| Participation rate | 78.6% | 74.5%+4.1pp | 69.0%+9.6pp | 80.3%-1.7pp |
| Annual return | 5.90% | 1922.51%-1916.6pp | 1168.45%-1162.5pp | 372.94%-367.0pp |
| Employer contribution / active EE | $1,277 | $3,032-57.9% | $2,380-46.3% | $4,751-73.1% |
| Participant deferral / active EE | $8,377 | $4,676+79.2% | $3,985+110.2% | $6,710+24.8% |
| Admin fee / account holder | $15,751 | $8,657+81.9% | $6,852+129.9% | $11,403+38.1% |