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 | $22,962 | $105,126-78.2% | $94,646-75.7% | $139,434-83.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 3.36% | 38.03%-34.7pp | 156.71%-153.3pp | 372.94%-369.6pp |
| Employer contribution / active EE | $2,907 | $4,106-29.2% | $3,672-20.8% | $4,751-38.8% |
| Participant deferral / active EE | $19,628 | $7,599+158.3% | $7,418+164.6% | $6,710+192.5% |
| Admin fee / account holder | $1,469,094 | $8,984+16252.3% | $7,231+20217.3% | $11,403+12784.0% |