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 | $114,364 | $104,486+9.5% | $76,817+48.9% | $152,861-25.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 1.92% | 1013.37%-1011.5pp | 1166.11%-1164.2pp | 345.32%-343.4pp |
| Employer contribution / active EE | $9,252 | $3,116+196.9% | $2,302+301.9% | $4,762+94.3% |
| Participant deferral / active EE | $1,900 | $4,236-55.1% | $3,336-43.0% | $5,850-67.5% |
| Admin fee / account holder | $34,348 | $12,275+179.8% | $6,420+435.0% | $11,596+196.2% |