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 | $81,721 | $100,773-18.9% | $88,946-8.1% | $142,382-42.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.48% | 70.18%-59.7pp | 57.82%-47.3pp | 217.08%-206.6pp |
| Employer contribution / active EE | $4,562 | $2,918+56.4% | $2,555+78.6% | $4,299+6.1% |
| Participant deferral / active EE | $16,570 | $5,230+216.8% | $4,581+261.7% | $6,507+154.6% |
| Admin fee / account holder | $249,783 | $9,693+2476.9% | $8,261+2923.7% | $12,624+1878.7% |