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 | $56,691 | $90,348-37.3% | $75,972-25.4% | $145,922-61.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 4.55% | 620.88%-616.3pp | 359.55%-355.0pp | 561.29%-556.7pp |
| Employer contribution / active EE | $4,559 | $3,311+37.7% | $2,685+69.8% | $4,660-2.2% |
| Participant deferral / active EE | $9,273 | $5,162+79.7% | $4,255+117.9% | $6,688+38.7% |
| Admin fee / account holder | $48,425 | $8,467+471.9% | $6,467+648.8% | $13,397+261.5% |