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 | $114,321 | $72,400+57.9% | $67,502+69.4% | $145,922-21.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 6.60% | 7182.46%-7175.9pp | 3512.12%-3505.5pp | 561.29%-554.7pp |
| Employer contribution / active EE | $9,550 | $3,069+211.2% | $2,731+249.7% | $4,660+105.0% |
| Participant deferral / active EE | $7,500 | $4,783+56.8% | $4,000+87.5% | $6,688+12.1% |
| Admin fee / account holder | $52,000 | $5,539+838.8% | $3,998+1200.8% | $13,397+288.1% |