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 | $45,013 | $90,348-50.2% | $75,972-40.8% | $145,922-69.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 4.89% | 620.88%-616.0pp | 359.55%-354.7pp | 561.29%-556.4pp |
| Employer contribution / active EE | $6,384 | $3,311+92.8% | $2,685+137.8% | $4,660+37.0% |
| Participant deferral / active EE | $3,784 | $5,162-26.7% | $4,255-11.1% | $6,688-43.4% |
| Admin fee / account holder | $6,342 | $8,467-25.1% | $6,467-1.9% | $13,397-52.7% |