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 | $101,976 | $109,817-7.1% | $98,442+3.6% | $167,490-39.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.06% | 1956.69%-1948.6pp | 1492.73%-1484.7pp | 478.56%-470.5pp |
| Employer contribution / active EE | $5,091 | $3,224+57.9% | $2,960+72.0% | $4,837+5.2% |
| Participant deferral / active EE | $18,125 | $4,673+287.9% | $4,276+323.9% | $6,341+185.8% |
| Admin fee / account holder | $21,988 | $6,753+225.6% | $5,949+269.6% | $12,309+78.6% |