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 | $95,575 | $102,604-6.8% | $86,188+10.9% | $139,434-31.5% |
| Participation rate | 94.1% | 74.5%+19.6pp | 69.0%+25.2pp | 80.3%+13.8pp |
| Annual return | 7.86% | 1922.51%-1914.6pp | 1168.45%-1160.6pp | 372.94%-365.1pp |
| Employer contribution / active EE | $6,209 | $3,032+104.7% | $2,380+160.9% | $4,751+30.7% |
| Participant deferral / active EE | $4,001 | $4,676-14.4% | $3,985+0.4% | $6,710-40.4% |
| Admin fee / account holder | $4,409 | $8,657-49.1% | $6,852-35.7% | $11,403-61.3% |