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 | $101,592 | $150,440-32.5% | $136,294-25.5% | $147,584-31.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.49% | 1049.08%-1039.6pp | 5155.94%-5146.5pp | 578.55%-569.1pp |
| Employer contribution / active EE | $5,273 | $5,256+0.3% | $4,695+12.3% | $4,876+8.1% |
| Participant deferral / active EE | $13,083 | $6,630+97.3% | $6,247+109.4% | $5,439+140.6% |
| Admin fee / account holder | $168,599 | $10,905+1446.0% | $9,243+1724.0% | $10,885+1448.9% |