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 | $121,865 | $102,966+18.4% | $90,281+35.0% | $152,861-20.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 9.57% | 95.16%-85.6pp | 78.10%-68.5pp | 345.32%-335.8pp |
| Employer contribution / active EE | $5,957 | $3,139+89.8% | $2,854+108.7% | $4,762+25.1% |
| Participant deferral / active EE | $2,486 | $4,281-41.9% | $3,885-36.0% | $5,850-57.5% |
| Admin fee / account holder | $70,251 | $6,171+1038.5% | $5,351+1212.8% | $11,596+505.8% |