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 | $34,855 | $96,305-63.8% | $80,569-56.7% | $139,434-75.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 5.68% | 1350.08%-1344.4pp | 935.43%-929.8pp | 372.94%-367.3pp |
| Employer contribution / active EE | $3,663 | $3,262+12.3% | $2,723+34.5% | $4,751-22.9% |
| Participant deferral / active EE | $20,667 | $5,232+295.0% | $4,447+364.7% | $6,710+208.0% |
| Admin fee / account holder | $6,583 | $6,599-0.2% | $5,377+22.4% | $11,403-42.3% |