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 7-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 | $78,699 | $88,751-11.3% | $81,812-3.8% | $145,922-46.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.35% | 1025.40%-1016.1pp | 773.79%-764.4pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,514 | $3,083-18.5% | $2,912-13.7% | $4,660-46.1% |
| Participant deferral / active EE | $5,850 | $4,643+26.0% | $4,319+35.5% | $6,688-12.5% |
| Admin fee / account holder | $415 | $8,415-95.1% | $7,386-94.4% | $13,397-96.9% |