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 | $32,546 | $73,515-55.7% | $62,995-48.3% | $147,584-77.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 6.81% | 175.43%-168.6pp | 87.57%-80.8pp | 578.55%-571.7pp |
| Employer contribution / active EE | $5,173 | $3,320+55.8% | $2,759+87.5% | $4,876+6.1% |
| Participant deferral / active EE | $7,100 | $4,185+69.7% | $3,329+113.3% | $5,439+30.5% |
| Admin fee / account holder | $64,700 | $5,953+986.8% | $3,600+1697.2% | $10,885+494.4% |