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 9-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 | $20,997 | $99,020-78.8% | $86,590-75.8% | $147,584-85.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.85% | 1312.34%-1306.5pp | 964.84%-959.0pp | 578.55%-572.7pp |
| Employer contribution / active EE | $4,350 | $3,132+38.9% | $2,839+53.2% | $4,876-10.8% |
| Participant deferral / active EE | $2,341 | $3,972-41.1% | $3,609-35.1% | $5,439-57.0% |
| Admin fee / account holder | $10,187 | $5,710+78.4% | $4,906+107.7% | $10,885-6.4% |