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 | $56,217 | $183,519-69.4% | $155,509-63.8% | $145,922-61.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.81% | 61.17%-57.4pp | 64.67%-60.9pp | 561.29%-557.5pp |
| Employer contribution / active EE | $7,460 | $5,313+40.4% | $4,672+59.7% | $4,660+60.1% |
| Participant deferral / active EE | $23,000 | $6,462+255.9% | $5,626+308.8% | $6,688+243.9% |
| Admin fee / account holder | $3,277,564 | $19,313+16870.8% | $15,912+20498.1% | $13,397+24365.0% |