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 | $73,271 | $95,416-23.2% | $185,823-60.6% | $85,850-14.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.82% | 23.59%-12.8pp | 122.05%-111.2pp | 318.53%-307.7pp |
| Employer contribution / active EE | $5,925 | $3,314+78.8% | $5,167+14.7% | $2,565+131.0% |
| Participant deferral / active EE | $4,258 | $3,423+24.4% | $5,568-23.5% | $3,952+7.8% |
| Admin fee / account holder | $106,071 | $7,213+1370.6% | $16,237+553.3% | $6,260+1594.5% |