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 | $78,794 | $70,587+11.6% | $124,672-36.8% | $85,850-8.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 5.70% | 20688.83%-20683.1pp | 5142.93%-5137.2pp | 318.53%-312.8pp |
| Employer contribution / active EE | $6,784 | $1,913+254.6% | $3,324+104.1% | $2,565+164.5% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,614-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,595 | $5,282+5.9% | $7,493-25.3% | $6,260-10.6% |