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 | $75,861 | $99,020-23.4% | $86,590-12.4% | $147,584-48.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.73% | 1312.34%-1304.6pp | 964.84%-957.1pp | 578.55%-570.8pp |
| Employer contribution / active EE | $7,123 | $3,132+127.4% | $2,839+150.9% | $4,876+46.1% |
| Participant deferral / active EE | $3,561 | $3,972-10.3% | $3,609-1.3% | $5,439-34.5% |
| Admin fee / account holder | $27,791 | $5,710+386.7% | $4,906+466.5% | $10,885+155.3% |