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 | $77,625 | $150,187-48.3% | $120,354-35.5% | $145,922-46.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.61% | 154.07%-146.5pp | 107.15%-99.5pp | 561.29%-553.7pp |
| Employer contribution / active EE | $14,612 | $4,348+236.1% | $3,463+322.0% | $4,660+213.6% |
| Participant deferral / active EE | $2,307 | $6,173-62.6% | $4,991-53.8% | $6,688-65.5% |
| Admin fee / account holder | $2,644 | $12,207-78.3% | $9,423-71.9% | $13,397-80.3% |