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 | $34,418 | $99,020-65.2% | $86,590-60.3% | $147,584-76.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.49% | 1312.34%-1304.8pp | 964.84%-957.4pp | 578.55%-571.1pp |
| Employer contribution / active EE | $258 | $3,132-91.8% | $2,839-90.9% | $4,876-94.7% |
| Participant deferral / active EE | $6,000 | $3,972+51.1% | $3,609+66.3% | $5,439+10.3% |
| Admin fee / account holder | $1,341 | $5,710-76.5% | $4,906-72.7% | $10,885-87.7% |