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 | $23,812 | $81,625-70.8% | $58,482-59.3% | $139,434-82.9% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 6.10% | 7404.20%-7398.1pp | 4239.32%-4233.2pp | 372.94%-366.8pp |
| Employer contribution / active EE | $1,560 | $1,398+11.6% | $1,053+48.1% | $4,751-67.2% |
| Participant deferral / active EE | $1,560 | $2,557-39.0% | $1,924-18.9% | $6,710-76.8% |
| Admin fee / account holder | $5,447 | $3,265+66.8% | $2,516+116.5% | $11,403-52.2% |