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 | $16,561 | $99,020-83.3% | $86,590-80.9% | $147,584-88.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.91% | 1312.34%-1305.4pp | 964.84%-957.9pp | 578.55%-571.6pp |
| Employer contribution / active EE | $2,386 | $3,132-23.8% | $2,839-16.0% | $4,876-51.1% |
| Participant deferral / active EE | $4,205 | $3,972+5.9% | $3,609+16.5% | $5,439-22.7% |
| Admin fee / account holder | $3,515 | $5,710-38.4% | $4,906-28.3% | $10,885-67.7% |