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 3-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 | $42,333 | $102,604-58.7% | $86,188-50.9% | $139,434-69.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 6.76% | 1922.51%-1915.7pp | 1168.45%-1161.7pp | 372.94%-366.2pp |
| Employer contribution / active EE | $17,373 | $3,032+472.9% | $2,380+629.9% | $4,751+265.7% |
| Participant deferral / active EE | $7,500 | $4,676+60.4% | $3,985+88.2% | $6,710+11.8% |
| Admin fee / account holder | $944 | $8,657-89.1% | $6,852-86.2% | $11,403-91.7% |