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 | $51,899 | $99,020-47.6% | $86,590-40.1% | $147,584-64.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.70% | 1312.34%-1304.6pp | 964.84%-957.1pp | 578.55%-570.8pp |
| Employer contribution / active EE | $1,342 | $3,132-57.2% | $2,839-52.7% | $4,876-72.5% |
| Participant deferral / active EE | $764 | $3,972-80.8% | $3,609-78.8% | $5,439-86.0% |
| Admin fee / account holder | $11,256 | $5,710+97.1% | $4,906+129.5% | $10,885+3.4% |