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 | $92,536 | $109,817-15.7% | $98,442-6.0% | $167,490-44.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.78% | 1956.69%-1947.9pp | 1492.73%-1483.9pp | 478.56%-469.8pp |
| Employer contribution / active EE | $10,796 | $3,224+234.9% | $2,960+264.8% | $4,837+123.2% |
| Participant deferral / active EE | $5,303 | $4,673+13.5% | $4,276+24.0% | $6,341-16.4% |
| Admin fee / account holder | $52,426 | $6,753+676.4% | $5,949+781.2% | $12,309+325.9% |