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 | $80,088 | $70,587+13.5% | $124,672-35.8% | $85,850-6.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 10.83% | 20688.83%-20678.0pp | 5142.93%-5132.1pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,912 | $1,913-0.1% | $3,324-42.5% | $2,565-25.5% |
| Participant deferral / active EE | $4,736 | $2,969+59.5% | $4,614+2.6% | $3,952+19.8% |
| Admin fee / account holder | $2,380 | $5,282-54.9% | $7,493-68.2% | $6,260-62.0% |