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 | $106,708 | $102,604+4.0% | $86,188+23.8% | $139,434-23.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 7.84% | 1922.51%-1914.7pp | 1168.45%-1160.6pp | 372.94%-365.1pp |
| Employer contribution / active EE | $1,358 | $3,032-55.2% | $2,380-43.0% | $4,751-71.4% |
| Participant deferral / active EE | $8,075 | $4,676+72.7% | $3,985+102.6% | $6,710+20.3% |
| Admin fee / account holder | $120,483 | $8,657+1291.8% | $6,852+1658.5% | $11,403+956.6% |