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 | $73,999 | $109,327-32.3% | $89,391-17.2% | $158,922-53.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 4.83% | 345.68%-340.9pp | 245.62%-240.8pp | 302.83%-298.0pp |
| Employer contribution / active EE | $18,655 | $3,170+488.5% | $2,586+621.5% | $4,761+291.8% |
| Participant deferral / active EE | $1,150 | $4,598-75.0% | $3,890-70.4% | $5,982-80.8% |
| Admin fee / account holder | $195,781 | $6,153+3081.9% | $4,881+3910.8% | $11,246+1640.9% |