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 | $82,411 | $107,334-23.2% | $92,893-11.3% | $152,861-46.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 3.22% | 145.58%-142.4pp | 109.41%-106.2pp | 345.32%-342.1pp |
| Employer contribution / active EE | $18,429 | $4,221+336.6% | $3,653+404.5% | $4,762+287.0% |
| Participant deferral / active EE | $9,768 | $4,845+101.6% | $4,236+130.6% | $5,850+67.0% |
| Admin fee / account holder | $807,897 | $7,079+11312.0% | $5,794+13843.9% | $11,596+6866.8% |