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 | $66,975 | $99,020-32.4% | $86,590-22.7% | $147,584-54.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.87% | 1312.34%-1307.5pp | 964.84%-960.0pp | 578.55%-573.7pp |
| Employer contribution / active EE | $2,590 | $3,132-17.3% | $2,839-8.8% | $4,876-46.9% |
| Participant deferral / active EE | $13,305 | $3,972+235.0% | $3,609+268.7% | $5,439+144.6% |
| Admin fee / account holder | $60,488 | $5,710+959.3% | $4,906+1133.0% | $10,885+455.7% |