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 | $99,986 | $102,604-2.6% | $86,188+16.0% | $139,434-28.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 7.43% | 1922.51%-1915.1pp | 1168.45%-1161.0pp | 372.94%-365.5pp |
| Employer contribution / active EE | $2,596 | $3,032-14.4% | $2,380+9.1% | $4,751-45.3% |
| Participant deferral / active EE | $4,578 | $4,676-2.1% | $3,985+14.9% | $6,710-31.8% |
| Admin fee / account holder | $7,802 | $8,657-9.9% | $6,852+13.9% | $11,403-31.6% |