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 | $105,183 | $105,998-0.8% | $92,233+14.0% | $147,584-28.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.45% | 50.05%-44.6pp | 176.28%-170.8pp | 578.55%-573.1pp |
| Employer contribution / active EE | $5,906 | $4,333+36.3% | $3,679+60.5% | $4,876+21.1% |
| Participant deferral / active EE | $25,866 | $4,478+477.6% | $3,897+563.8% | $5,439+375.6% |
| Admin fee / account holder | $234,621 | $6,332+3605.2% | $5,194+4417.6% | $10,885+2055.4% |