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 | $72,457 | $150,440-51.8% | $136,294-46.8% | $147,584-50.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.46% | 1049.08%-1041.6pp | 5155.94%-5148.5pp | 578.55%-571.1pp |
| Employer contribution / active EE | $2,389 | $5,256-54.5% | $4,695-49.1% | $4,876-51.0% |
| Participant deferral / active EE | $2,555 | $6,630-61.5% | $6,247-59.1% | $5,439-53.0% |
| Admin fee / account holder | $282,678 | $10,905+2492.1% | $9,243+2958.2% | $10,885+2496.9% |