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 | $75,612 | $202,318-62.6% | $172,739-56.2% | $152,861-50.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.04% | 1029.65%-1026.6pp | 802.84%-799.8pp | 345.32%-342.3pp |
| Employer contribution / active EE | $2,038 | $5,856-65.2% | $5,143-60.4% | $4,762-57.2% |
| Participant deferral / active EE | $3,212 | $5,948-46.0% | $5,198-38.2% | $5,850-45.1% |
| Admin fee / account holder | $135,446 | $17,109+691.7% | $13,954+870.7% | $11,596+1068.0% |