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 | $14,414 | $99,020-85.4% | $86,590-83.4% | $147,584-90.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.49% | 1312.34%-1303.8pp | 964.84%-956.4pp | 578.55%-570.1pp |
| Employer contribution / active EE | $5,994 | $3,132+91.4% | $2,839+111.1% | $4,876+22.9% |
| Participant deferral / active EE | $7,098 | $3,972+78.7% | $3,609+96.7% | $5,439+30.5% |
| Admin fee / account holder | $26,343 | $5,710+361.3% | $4,906+437.0% | $10,885+142.0% |