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 | $43,534 | $73,515-40.8% | $62,995-30.9% | $147,584-70.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 5.58% | 175.43%-169.9pp | 87.57%-82.0pp | 578.55%-573.0pp |
| Employer contribution / active EE | $15,000 | $3,320+351.7% | $2,759+443.7% | $4,876+207.6% |
| Participant deferral / active EE | $24,000 | $4,185+473.5% | $3,329+620.9% | $5,439+341.3% |
| Admin fee / account holder | $310,000 | $5,953+5107.1% | $3,600+8511.2% | $10,885+2747.9% |