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 | $85,921 | $155,788-44.8% | $124,672-31.1% | $167,490-48.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 6.97% | 17.97%-11.0pp | 5142.93%-5136.0pp | 478.56%-471.6pp |
| Employer contribution / active EE | $6,644 | $4,163+59.6% | $3,324+99.9% | $4,837+37.4% |
| Participant deferral / active EE | $2,395 | $5,673-57.8% | $4,614-48.1% | $6,341-62.2% |
| Admin fee / account holder | $2,000 | $9,531-79.0% | $7,493-73.3% | $12,309-83.8% |