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 | $46,187 | $88,710-47.9% | $81,783-43.5% | $145,959-68.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.33% | 1027.26%-1018.9pp | 775.05%-766.7pp | 561.95%-553.6pp |
| Employer contribution / active EE | $3,002 | $3,083-2.7% | $2,913+3.1% | $4,661-35.6% |
| Participant deferral / active EE | $10,718 | $4,645+130.7% | $4,320+148.1% | $6,689+60.2% |
| Admin fee / account holder | $263,104 | $8,407+3029.5% | $7,380+3465.1% | $13,398+1863.8% |