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 | $160,000 | $202,432-21.0% | $169,368-5.5% | $139,434+14.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.63% | 531.74%-526.1pp | 405.60%-400.0pp | 372.94%-367.3pp |
| Employer contribution / active EE | $3,309 | $4,692-29.5% | $4,013-17.5% | $4,751-30.3% |
| Participant deferral / active EE | $10,800 | $6,938+55.7% | $6,221+73.6% | $6,710+60.9% |
| Admin fee / account holder | $435,171 | $10,708+3963.9% | $9,003+4733.5% | $11,403+3716.4% |