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 | $30,258 | $99,020-69.4% | $86,590-65.1% | $147,584-79.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.78% | 1312.34%-1306.6pp | 964.84%-959.1pp | 578.55%-572.8pp |
| Employer contribution / active EE | $1,840 | $3,132-41.3% | $2,839-35.2% | $4,876-62.3% |
| Participant deferral / active EE | $625 | $3,972-84.3% | $3,609-82.7% | $5,439-88.5% |
| Admin fee / account holder | $5,024 | $5,710-12.0% | $4,906+2.4% | $10,885-53.8% |