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 | $50,808 | $209,336-75.7% | $197,124-74.2% | $137,256-63.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 3.95% | 48.09%-44.1pp | 44.34%-40.4pp | 220.34%-216.4pp |
| Employer contribution / active EE | $2,443 | $6,591-62.9% | $6,227-60.8% | $4,156-41.2% |
| Participant deferral / active EE | $6,754 | $9,614-29.7% | $9,135-26.1% | $6,407+5.4% |
| Admin fee / account holder | $57,840 | $17,308+234.2% | $16,298+254.9% | $12,270+371.4% |