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 | $55,978 | $74,888-25.3% | $71,209-21.4% | $142,382-60.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.53% | 345.14%-333.6pp | 282.51%-271.0pp | 217.08%-205.5pp |
| Employer contribution / active EE | $6,902 | $2,854+141.8% | $2,721+153.7% | $4,299+60.6% |
| Participant deferral / active EE | $5,728 | $4,454+28.6% | $4,175+37.2% | $6,507-12.0% |
| Admin fee / account holder | $194,139 | $5,568+3386.5% | $5,349+3529.6% | $12,624+1437.9% |