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 | $39,547 | $99,020-60.1% | $86,590-54.3% | $147,584-73.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.84% | 1312.34%-1306.5pp | 964.84%-959.0pp | 578.55%-572.7pp |
| Employer contribution / active EE | $3,697 | $3,132+18.1% | $2,839+30.2% | $4,876-24.2% |
| Participant deferral / active EE | $4,523 | $3,972+13.9% | $3,609+25.3% | $5,439-16.8% |
| Admin fee / account holder | $8,389 | $5,710+46.9% | $4,906+71.0% | $10,885-22.9% |