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 7-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 | $123,612 | $72,400+70.7% | $67,502+83.1% | $145,922-15.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 1.07% | 7182.46%-7181.4pp | 3512.12%-3511.1pp | 561.29%-560.2pp |
| Employer contribution / active EE | $15,940 | $3,069+419.3% | $2,731+483.7% | $4,660+242.1% |
| Participant deferral / active EE | $6,618 | $4,783+38.4% | $4,000+65.4% | $6,688-1.0% |
| Admin fee / account holder | $186,965 | $5,539+3275.6% | $3,998+4576.9% | $13,397+1295.6% |