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 | $52,107 | $105,998-50.8% | $92,233-43.5% | $147,584-64.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 3.78% | 50.05%-46.3pp | 176.28%-172.5pp | 578.55%-574.8pp |
| Employer contribution / active EE | $3,333 | $4,333-23.1% | $3,679-9.4% | $4,876-31.7% |
| Participant deferral / active EE | $3,898 | $4,478-12.9% | $3,8970% | $5,439-28.3% |
| Admin fee / account holder | $11,418 | $6,332+80.3% | $5,194+119.8% | $10,885+4.9% |