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 | $117,976 | $171,865-31.4% | $149,718-21.2% | $147,584-20.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.80% | 2113.22%-2105.4pp | 1501.63%-1493.8pp | 578.55%-570.7pp |
| Employer contribution / active EE | $2,961 | $6,275-52.8% | $5,445-45.6% | $4,876-39.3% |
| Participant deferral / active EE | $8,629 | $7,271+18.7% | $6,569+31.4% | $5,439+58.7% |
| Admin fee / account holder | $43,750 | $13,799+217.0% | $11,283+287.8% | $10,885+301.9% |