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 | $15,895 | $99,020-83.9% | $86,590-81.6% | $147,584-89.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.59% | 1312.34%-1303.7pp | 964.84%-956.2pp | 578.55%-570.0pp |
| Employer contribution / active EE | $412 | $3,132-86.9% | $2,839-85.5% | $4,876-91.6% |
| Participant deferral / active EE | $1,290 | $3,972-67.5% | $3,609-64.3% | $5,439-76.3% |
| Admin fee / account holder | $1,120 | $5,710-80.4% | $4,906-77.2% | $10,885-89.7% |