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 | $85,678 | $88,751-3.5% | $81,812+4.7% | $145,922-41.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.68% | 1025.40%-1017.7pp | 773.79%-766.1pp | 561.29%-553.6pp |
| Employer contribution / active EE | $3,424 | $3,083+11.1% | $2,912+17.6% | $4,660-26.5% |
| Participant deferral / active EE | $11,390 | $4,643+145.3% | $4,319+163.7% | $6,688+70.3% |
| Admin fee / account holder | $105,071 | $8,415+1148.6% | $7,386+1322.6% | $13,397+684.3% |