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 | $77,944 | $88,751-12.2% | $81,812-4.7% | $145,922-46.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.56% | 1025.40%-1019.8pp | 773.79%-768.2pp | 561.29%-555.7pp |
| Employer contribution / active EE | $3,642 | $3,083+18.1% | $2,912+25.0% | $4,660-21.8% |
| Participant deferral / active EE | $19,288 | $4,643+315.4% | $4,319+346.6% | $6,688+188.4% |
| Admin fee / account holder | $124,043 | $8,415+1374.0% | $7,386+1579.4% | $13,397+825.9% |