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 9-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 | $162,619 | $169,032-3.8% | $129,207+25.9% | $145,922+11.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.31% | 14330.11%-14322.8pp | 9417.33%-9410.0pp | 561.29%-554.0pp |
| Employer contribution / active EE | $2,967 | $5,537-46.4% | $4,153-28.6% | $4,660-36.3% |
| Participant deferral / active EE | $7,279 | $4,987+45.9% | $4,168+74.6% | $6,688+8.8% |
| Admin fee / account holder | $190,938 | $9,954+1818.1% | $7,715+2375.0% | $13,397+1325.2% |