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 | $47,188 | $209,411-77.5% | $178,490-73.6% | $158,922-70.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.45% | 188.75%-185.3pp | 151.07%-147.6pp | 302.83%-299.4pp |
| Employer contribution / active EE | $2,631 | $5,706-53.9% | $5,011-47.5% | $4,761-44.7% |
| Participant deferral / active EE | $7,964 | $5,954+33.7% | $5,202+53.1% | $5,982+33.1% |
| Admin fee / account holder | $212,500 | $17,074+1144.6% | $13,984+1419.6% | $11,246+1789.6% |