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 | $98,436 | $88,751+10.9% | $81,812+20.3% | $145,922-32.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.94% | 1025.40%-1018.5pp | 773.79%-766.8pp | 561.29%-554.3pp |
| Employer contribution / active EE | $2,568 | $3,083-16.7% | $2,912-11.8% | $4,660-44.9% |
| Participant deferral / active EE | $6,247 | $4,643+34.5% | $4,319+44.7% | $6,688-6.6% |
| Admin fee / account holder | $78,956 | $8,415+838.2% | $7,386+969.0% | $13,397+489.4% |