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 | $126,654 | $102,604+23.4% | $86,188+47.0% | $139,434-9.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 6.63% | 1922.51%-1915.9pp | 1168.45%-1161.8pp | 372.94%-366.3pp |
| Employer contribution / active EE | $3,630 | $3,032+19.7% | $2,380+52.5% | $4,751-23.6% |
| Participant deferral / active EE | $8,847 | $4,676+89.2% | $3,985+122.0% | $6,710+31.8% |
| Admin fee / account holder | $479,083 | $8,657+5434.3% | $6,852+6892.2% | $11,403+4101.6% |