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 4-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 | $73,410 | $81,625-10.1% | $58,482+25.5% | $139,434-47.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 5.99% | 7404.20%-7398.2pp | 4239.32%-4233.3pp | 372.94%-366.9pp |
| Employer contribution / active EE | $12,816 | $1,398+816.6% | $1,053+1116.8% | $4,751+169.8% |
| Participant deferral / active EE | $4,595 | $2,557+79.7% | $1,924+138.8% | $6,710-31.5% |
| Admin fee / account holder | $1,714 | $3,265-47.5% | $2,516-31.9% | $11,403-85.0% |