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 | $63,807 | $68,097-6.3% | $62,929+1.4% | $137,256-53.5% |
| Participation rate | 91.7% | 77.4%+14.2pp | 73.1%+18.6pp | 80.0%+11.7pp |
| Annual return | 10.72% | 1859.11%-1848.4pp | 1063.93%-1053.2pp | 220.34%-209.6pp |
| Employer contribution / active EE | $5,809 | $2,811+106.6% | $2,505+131.9% | $4,156+39.8% |
| Participant deferral / active EE | $8,771 | $4,553+92.7% | $3,888+125.6% | $6,407+36.9% |
| Admin fee / account holder | $9,142 | $6,521+40.2% | $5,065+80.5% | $12,270-25.5% |