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 | $70,440 | $70,587-0.2% | $124,672-43.5% | $85,850-17.9% |
| Participation rate | 90.6% | 64.4%+26.2pp | 74.6%+16.0pp | 69.3%+21.3pp |
| Annual return | 10.84% | 20688.83%-20678.0pp | 5142.93%-5132.1pp | 318.53%-307.7pp |
| Employer contribution / active EE | $885 | $1,913-53.7% | $3,324-73.4% | $2,565-65.5% |
| Participant deferral / active EE | $9,478 | $2,969+219.3% | $4,614+105.4% | $3,952+139.8% |
| Admin fee / account holder | $26,155 | $5,282+395.2% | $7,493+249.1% | $6,260+317.8% |