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 | $110,580 | $96,635+14.4% | $86,612+27.7% | $139,434-20.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.84% | 106.41%-98.6pp | 591.07%-583.2pp | 372.94%-365.1pp |
| Employer contribution / active EE | $6,123 | $3,263+87.6% | $3,022+102.6% | $4,751+28.9% |
| Participant deferral / active EE | $2,627 | $4,836-45.7% | $4,438-40.8% | $6,710-60.9% |
| Admin fee / account holder | $74,400 | $6,408+1061.1% | $5,614+1225.2% | $11,403+552.5% |