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 5-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 | $53,029 | $81,625-35.0% | $58,482-9.3% | $139,434-62.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 4.77% | 7404.20%-7399.4pp | 4239.32%-4234.5pp | 372.94%-368.2pp |
| Employer contribution / active EE | $4,457 | $1,398+218.7% | $1,053+323.1% | $4,751-6.2% |
| Participant deferral / active EE | $9,238 | $2,557+261.3% | $1,924+380.2% | $6,710+37.7% |
| Admin fee / account holder | $555 | $3,265-83.0% | $2,516-77.9% | $11,403-95.1% |