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 | $150,730 | $99,020+52.2% | $86,590+74.1% | $147,584+2.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $605 | $3,132-80.7% | $2,839-78.7% | $4,876-87.6% |
| Participant deferral / active EE | $757 | $3,972-80.9% | $3,609-79.0% | $5,439-86.1% |
| Admin fee / account holder | $1,362 | $5,710-76.1% | $4,906-72.2% | $10,885-87.5% |