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 | $111,966 | $99,020+13.1% | $86,590+29.3% | $147,584-24.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.86% | 1312.34%-1307.5pp | 964.84%-960.0pp | 578.55%-573.7pp |
| Employer contribution / active EE | $9,383 | $3,132+199.6% | $2,839+230.5% | $4,876+92.4% |
| Participant deferral / active EE | $5,584 | $3,972+40.6% | $3,609+54.7% | $5,439+2.7% |
| Admin fee / account holder | $55,027 | $5,710+863.6% | $4,906+1021.7% | $10,885+405.5% |