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 3-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 | $24,861 | $126,574-80.4% | $106,213-76.6% | $145,922-83.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 4.88% | 224.79%-219.9pp | 116.14%-111.3pp | 561.29%-556.4pp |
| Employer contribution / active EE | $4,828 | $3,730+29.4% | $3,171+52.2% | $4,660+3.6% |
| Participant deferral / active EE | $6,286 | $5,724+9.8% | $5,016+25.3% | $6,688-6.0% |
| Admin fee / account holder | $103,148 | $17,304+496.1% | $11,033+834.9% | $13,397+669.9% |