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 | $34,230 | $99,020-65.4% | $86,590-60.5% | $147,584-76.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.98% | 1312.34%-1305.4pp | 964.84%-957.9pp | 578.55%-571.6pp |
| Employer contribution / active EE | $2,003 | $3,132-36.0% | $2,839-29.5% | $4,876-58.9% |
| Participant deferral / active EE | $2,177 | $3,972-45.2% | $3,609-39.7% | $5,439-60.0% |
| Admin fee / account holder | $15,916 | $5,710+178.7% | $4,906+224.4% | $10,885+46.2% |