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 | $19,161 | $99,020-80.6% | $86,590-77.9% | $147,584-87.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.80% | 1312.34%-1305.5pp | 964.84%-958.0pp | 578.55%-571.7pp |
| Employer contribution / active EE | $1,173 | $3,132-62.6% | $2,839-58.7% | $4,876-75.9% |
| Participant deferral / active EE | $2,378 | $3,972-40.1% | $3,609-34.1% | $5,439-56.3% |
| Admin fee / account holder | $4,537 | $5,710-20.5% | $4,906-7.5% | $10,885-58.3% |