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 | $121,982 | $99,020+23.2% | $86,590+40.9% | $147,584-17.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.56% | 1312.34%-1303.8pp | 964.84%-956.3pp | 578.55%-570.0pp |
| Employer contribution / active EE | $8,949 | $3,132+185.7% | $2,839+215.2% | $4,876+83.5% |
| Participant deferral / active EE | $928 | $3,972-76.6% | $3,609-74.3% | $5,439-82.9% |
| Admin fee / account holder | $11,952 | $5,710+109.3% | $4,906+143.6% | $10,885+9.8% |