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 | $68,276 | $102,604-33.5% | $86,188-20.8% | $139,434-51.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 3.56% | 1922.51%-1918.9pp | 1168.45%-1164.9pp | 372.94%-369.4pp |
| Employer contribution / active EE | $16,412 | $3,032+441.2% | $2,380+589.6% | $4,751+245.5% |
| Participant deferral / active EE | $1,733 | $4,676-62.9% | $3,985-56.5% | $6,710-74.2% |
| Admin fee / account holder | $158,408 | $8,657+1729.9% | $6,852+2212.0% | $11,403+1289.2% |