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 | $70,434 | $74,888-5.9% | $71,209-1.1% | $142,382-50.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.13% | 345.14%-334.0pp | 282.51%-271.4pp | 217.08%-205.9pp |
| Employer contribution / active EE | $56,821 | $2,854+1890.7% | $2,721+1988.3% | $4,299+1221.7% |
| Participant deferral / active EE | $6,840 | $4,454+53.6% | $4,175+63.8% | $6,507+5.1% |
| Admin fee / account holder | $1,264,460 | $5,568+22608.0% | $5,349+23540.2% | $12,624+9916.6% |