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 | $39,785 | $202,318-80.3% | $172,739-77.0% | $152,861-74.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 4.81% | 1029.65%-1024.8pp | 802.84%-798.0pp | 345.32%-340.5pp |
| Employer contribution / active EE | $2,923 | $5,856-50.1% | $5,143-43.2% | $4,762-38.6% |
| Participant deferral / active EE | $2,224 | $5,948-62.6% | $5,198-57.2% | $5,850-62.0% |
| Admin fee / account holder | $1,886 | $17,109-89.0% | $13,954-86.5% | $11,596-83.7% |