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 | $151,428 | $102,604+47.6% | $86,188+75.7% | $139,434+8.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 5.58% | 1922.51%-1916.9pp | 1168.45%-1162.9pp | 372.94%-367.4pp |
| Employer contribution / active EE | $2,587 | $3,032-14.7% | $2,380+8.7% | $4,751-45.6% |
| Participant deferral / active EE | $16,924 | $4,676+262.0% | $3,985+324.7% | $6,710+152.2% |
| Admin fee / account holder | $2,009 | $8,657-76.8% | $6,852-70.7% | $11,403-82.4% |