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 7-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 | $14,858 | $99,020-85.0% | $86,590-82.8% | $147,584-89.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.04% | 1312.34%-1306.3pp | 964.84%-958.8pp | 578.55%-572.5pp |
| Employer contribution / active EE | $1,128 | $3,132-64.0% | $2,839-60.3% | $4,876-76.9% |
| Participant deferral / active EE | $1,336 | $3,972-66.4% | $3,609-63.0% | $5,439-75.4% |
| Admin fee / account holder | $487 | $5,710-91.5% | $4,906-90.1% | $10,885-95.5% |