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 | $129,537 | $150,440-13.9% | $136,294-5.0% | $147,584-12.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.65% | 1049.08%-1045.4pp | 5155.94%-5152.3pp | 578.55%-574.9pp |
| Employer contribution / active EE | $3,980 | $5,256-24.3% | $4,695-15.2% | $4,876-18.4% |
| Participant deferral / active EE | $7,733 | $6,630+16.6% | $6,247+23.8% | $5,439+42.2% |
| Admin fee / account holder | $34,768 | $10,905+218.8% | $9,243+276.1% | $10,885+219.4% |