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 | $59,832 | $109,817-45.5% | $98,442-39.2% | $167,490-64.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 6.57% | 1956.69%-1950.1pp | 1492.73%-1486.2pp | 478.56%-472.0pp |
| Employer contribution / active EE | $12,739 | $3,224+295.2% | $2,960+330.4% | $4,837+163.3% |
| Participant deferral / active EE | $6,052 | $4,673+29.5% | $4,276+41.5% | $6,341-4.6% |
| Admin fee / account holder | $142,178 | $6,753+2005.5% | $5,949+2289.8% | $12,309+1055.1% |