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 6-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 | $28,197 | $88,751-68.2% | $81,812-65.5% | $145,922-80.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.95% | 1025.40%-1018.5pp | 773.79%-766.8pp | 561.29%-554.3pp |
| Employer contribution / active EE | $40,694 | $3,083+1219.8% | $2,912+1297.3% | $4,660+773.3% |
| Participant deferral / active EE | $30,111 | $4,643+548.5% | $4,319+597.2% | $6,688+350.2% |
| Admin fee / account holder | $1,541,858 | $8,415+18222.0% | $7,386+20775.5% | $13,397+11409.0% |