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 | $24,156 | $99,921-75.8% | $85,009-71.6% | $145,959-83.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 3.72% | 83.89%-80.2pp | 66.47%-62.8pp | 561.95%-558.2pp |
| Employer contribution / active EE | $10,906 | $3,233+237.4% | $2,728+299.7% | $4,661+134.0% |
| Participant deferral / active EE | $6,100 | $5,293+15.3% | $4,522+34.9% | $6,689-8.8% |
| Admin fee / account holder | $35,369 | $7,252+387.7% | $6,153+474.9% | $13,398+164.0% |