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 | $18,444 | $99,020-81.4% | $86,590-78.7% | $147,584-87.5% |
| Participation rate | 81.0% | 76.3%+4.6pp | 73.5%+7.4pp | 82.8%-1.9pp |
| Annual return | 8.54% | 1312.34%-1303.8pp | 964.84%-956.3pp | 578.55%-570.0pp |
| Employer contribution / active EE | $1,040 | $3,132-66.8% | $2,839-63.4% | $4,876-78.7% |
| Participant deferral / active EE | $2,202 | $3,972-44.6% | $3,609-39.0% | $5,439-59.5% |
| Admin fee / account holder | $1,057 | $5,710-81.5% | $4,906-78.4% | $10,885-90.3% |