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 | $81,143 | $74,888+8.4% | $71,209+13.9% | $142,382-43.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.83% | 345.14%-336.3pp | 282.51%-273.7pp | 217.08%-208.2pp |
| Employer contribution / active EE | $6,669 | $2,854+133.7% | $2,721+145.1% | $4,299+55.1% |
| Participant deferral / active EE | $15,342 | $4,454+244.4% | $4,175+267.5% | $6,507+135.8% |
| Admin fee / account holder | $112,873 | $5,568+1927.1% | $5,349+2010.3% | $12,624+794.1% |