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 | $132,567 | $109,817+20.7% | $98,442+34.7% | $167,490-20.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.77% | 1956.69%-1948.9pp | 1492.73%-1485.0pp | 478.56%-470.8pp |
| Employer contribution / active EE | $10,708 | $3,224+232.1% | $2,960+261.8% | $4,837+121.4% |
| Participant deferral / active EE | $5,912 | $4,673+26.5% | $4,276+38.2% | $6,341-6.8% |
| Admin fee / account holder | $8,197 | $6,753+21.4% | $5,949+37.8% | $12,309-33.4% |