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 | $75,732 | $102,604-26.2% | $86,188-12.1% | $139,434-45.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 3.91% | 1922.51%-1918.6pp | 1168.45%-1164.5pp | 372.94%-369.0pp |
| Employer contribution / active EE | $6,512 | $3,032+114.7% | $2,380+173.6% | $4,751+37.1% |
| Participant deferral / active EE | $5,250 | $4,676+12.3% | $3,985+31.7% | $6,710-21.8% |
| Admin fee / account holder | $13,489 | $8,657+55.8% | $6,852+96.9% | $11,403+18.3% |