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 5-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 | $83,735 | $72,400+15.7% | $67,502+24.0% | $145,922-42.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.87% | 7182.46%-7174.6pp | 3512.12%-3504.3pp | 561.29%-553.4pp |
| Employer contribution / active EE | $3,004 | $3,069-2.1% | $2,731+10.0% | $4,660-35.5% |
| Participant deferral / active EE | $14,957 | $4,783+212.7% | $4,000+273.9% | $6,688+123.7% |
| Admin fee / account holder | $18,194 | $5,539+228.5% | $3,998+355.1% | $13,397+35.8% |