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 | $73,921 | $99,020-25.3% | $86,590-14.6% | $147,584-49.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.73% | 1312.34%-1303.6pp | 964.84%-956.1pp | 578.55%-569.8pp |
| Employer contribution / active EE | $9,062 | $3,132+189.4% | $2,839+219.2% | $4,876+85.8% |
| Participant deferral / active EE | $11,179 | $3,972+181.4% | $3,609+209.8% | $5,439+105.5% |
| Admin fee / account holder | $971 | $5,710-83.0% | $4,906-80.2% | $10,885-91.1% |