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 | $70,671 | $105,998-33.3% | $92,233-23.4% | $147,584-52.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.42% | 50.05%-40.6pp | 176.28%-166.9pp | 578.55%-569.1pp |
| Employer contribution / active EE | $2,749 | $4,333-36.5% | $3,679-25.3% | $4,876-43.6% |
| Participant deferral / active EE | $6,850 | $4,478+53.0% | $3,897+75.8% | $5,439+26.0% |
| Admin fee / account holder | $25,967 | $6,332+310.1% | $5,194+400.0% | $10,885+138.6% |