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 | $25,481 | $109,817-76.8% | $98,442-74.1% | $167,490-84.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.64% | 1956.69%-1949.1pp | 1492.73%-1485.1pp | 478.56%-470.9pp |
| Employer contribution / active EE | $3,725 | $3,224+15.5% | $2,960+25.9% | $4,837-23.0% |
| Participant deferral / active EE | $11,712 | $4,673+150.6% | $4,276+173.9% | $6,341+84.7% |
| Admin fee / account holder | $96,084 | $6,753+1322.9% | $5,949+1515.1% | $12,309+680.6% |