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 | $29,640 | $99,020-70.1% | $86,590-65.8% | $147,584-79.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.59% | 1312.34%-1305.7pp | 964.84%-958.3pp | 578.55%-572.0pp |
| Employer contribution / active EE | $2,066 | $3,132-34.0% | $2,839-27.2% | $4,876-57.6% |
| Participant deferral / active EE | $2,515 | $3,972-36.7% | $3,609-30.3% | $5,439-53.8% |
| Admin fee / account holder | $4,864 | $5,710-14.8% | $4,906-0.8% | $10,885-55.3% |