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 | $26,339 | $175,202-85.0% | $149,673-82.4% | $139,434-81.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.79% | 166.71%-160.9pp | 134.42%-128.6pp | 372.94%-367.2pp |
| Employer contribution / active EE | $5,000 | $5,474-8.7% | $4,818+3.8% | $4,751+5.2% |
| Participant deferral / active EE | $24,000 | $6,519+268.2% | $5,680+322.5% | $6,710+257.7% |
| Admin fee / account holder | $150,774 | $16,150+833.6% | $13,210+1041.4% | $11,403+1222.3% |