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 9-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 | $35,850 | $99,020-63.8% | $86,590-58.6% | $147,584-75.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.51% | 1312.34%-1304.8pp | 964.84%-957.3pp | 578.55%-571.0pp |
| Employer contribution / active EE | $951 | $3,132-69.6% | $2,839-66.5% | $4,876-80.5% |
| Participant deferral / active EE | $1,324 | $3,972-66.7% | $3,609-63.3% | $5,439-75.7% |
| Admin fee / account holder | $507 | $5,710-91.1% | $4,906-89.7% | $10,885-95.3% |