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 | $104,487 | $88,751+17.7% | $81,812+27.7% | $145,922-28.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.46% | 1025.40%-1017.9pp | 773.79%-766.3pp | 561.29%-553.8pp |
| Employer contribution / active EE | $5,145 | $3,083+66.9% | $2,912+76.7% | $4,660+10.4% |
| Participant deferral / active EE | $6,579 | $4,643+41.7% | $4,319+52.3% | $6,688-1.6% |
| Admin fee / account holder | $8,395 | $8,415-0.2% | $7,386+13.7% | $13,397-37.3% |