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 | $73,350 | $99,020-25.9% | $86,590-15.3% | $147,584-50.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.64% | 1312.34%-1307.7pp | 964.84%-960.2pp | 578.55%-573.9pp |
| Employer contribution / active EE | $6,854 | $3,132+118.8% | $2,839+141.4% | $4,876+40.6% |
| Participant deferral / active EE | $20,035 | $3,972+404.4% | $3,609+455.2% | $5,439+268.4% |
| Admin fee / account holder | $8,433 | $5,710+47.7% | $4,906+71.9% | $10,885-22.5% |