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 | $62,107 | $105,998-41.4% | $92,233-32.7% | $147,584-57.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.62% | 50.05%-40.4pp | 176.28%-166.7pp | 578.55%-568.9pp |
| Employer contribution / active EE | $2,619 | $4,333-39.6% | $3,679-28.8% | $4,876-46.3% |
| Participant deferral / active EE | $5,297 | $4,478+18.3% | $3,897+35.9% | $5,439-2.6% |
| Admin fee / account holder | $32,538 | $6,332+413.8% | $5,194+526.5% | $10,885+198.9% |