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 | $34,081 | $99,020-65.6% | $86,590-60.6% | $147,584-76.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.30% | 1312.34%-1304.0pp | 964.84%-956.5pp | 578.55%-570.2pp |
| Employer contribution / active EE | $13,280 | $3,132+324.0% | $2,839+367.7% | $4,876+172.3% |
| Participant deferral / active EE | $3,004 | $3,972-24.4% | $3,609-16.8% | $5,439-44.8% |
| Admin fee / account holder | $902 | $5,710-84.2% | $4,906-81.6% | $10,885-91.7% |