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 | $32,112 | $109,817-70.8% | $98,442-67.4% | $167,490-80.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.51% | 1956.69%-1949.2pp | 1492.73%-1485.2pp | 478.56%-471.0pp |
| Employer contribution / active EE | $3,656 | $3,224+13.4% | $2,960+23.5% | $4,837-24.4% |
| Participant deferral / active EE | $9,278 | $4,673+98.5% | $4,276+117.0% | $6,341+46.3% |
| Admin fee / account holder | $12,580 | $6,753+86.3% | $5,949+111.5% | $12,309+2.2% |