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 | $104,276 | $126,574-17.6% | $106,213-1.8% | $145,922-28.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.27% | 224.79%-217.5pp | 116.14%-108.9pp | 561.29%-554.0pp |
| Employer contribution / active EE | $28,719 | $3,730+669.9% | $3,171+805.5% | $4,660+516.3% |
| Participant deferral / active EE | $26,000 | $5,724+354.3% | $5,016+418.4% | $6,688+288.8% |
| Admin fee / account holder | $793 | $17,304-95.4% | $11,033-92.8% | $13,397-94.1% |