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 7-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 | $106,445 | $72,400+47.0% | $67,502+57.7% | $145,922-27.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 4.78% | 7182.46%-7177.7pp | 3512.12%-3507.3pp | 561.29%-556.5pp |
| Employer contribution / active EE | $2,508 | $3,069-18.3% | $2,731-8.2% | $4,660-46.2% |
| Participant deferral / active EE | $5,065 | $4,783+5.9% | $4,000+26.6% | $6,688-24.3% |
| Admin fee / account holder | $688 | $5,539-87.6% | $3,998-82.8% | $13,397-94.9% |