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 7-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 | $84,483 | $88,751-4.8% | $81,812+3.3% | $145,922-42.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.21% | 1025.40%-1017.2pp | 773.79%-765.6pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,357 | $3,083-23.6% | $2,912-19.1% | $4,660-49.4% |
| Participant deferral / active EE | $6,637 | $4,643+42.9% | $4,319+53.7% | $6,688-0.8% |
| Admin fee / account holder | $1,528 | $8,415-81.8% | $7,386-79.3% | $13,397-88.6% |