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 | $22,372 | $99,020-77.4% | $86,590-74.2% | $147,584-84.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.19% | 1312.34%-1304.1pp | 964.84%-956.6pp | 578.55%-570.4pp |
| Employer contribution / active EE | $2,395 | $3,132-23.5% | $2,839-15.6% | $4,876-50.9% |
| Participant deferral / active EE | $2,828 | $3,972-28.8% | $3,609-21.6% | $5,439-48.0% |
| Admin fee / account holder | $1,689 | $5,710-70.4% | $4,906-65.6% | $10,885-84.5% |