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 | $70,082 | $102,604-31.7% | $86,188-18.7% | $139,434-49.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 4.06% | 1922.51%-1918.4pp | 1168.45%-1164.4pp | 372.94%-368.9pp |
| Employer contribution / active EE | $2,427 | $3,032-20.0% | $2,380+2.0% | $4,751-48.9% |
| Participant deferral / active EE | $6,542 | $4,676+39.9% | $3,985+64.1% | $6,710-2.5% |
| Admin fee / account holder | $37,516 | $8,657+333.4% | $6,852+447.5% | $11,403+229.0% |