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 | $61,476 | $73,515-16.4% | $62,995-2.4% | $147,584-58.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.45% | 175.43%-167.0pp | 87.57%-79.1pp | 578.55%-570.1pp |
| Employer contribution / active EE | $4,964 | $3,320+49.5% | $2,759+79.9% | $4,876+1.8% |
| Participant deferral / active EE | $5,629 | $4,185+34.5% | $3,329+69.1% | $5,439+3.5% |
| Admin fee / account holder | $25,422 | $5,953+327.0% | $3,600+606.2% | $10,885+133.5% |