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 6-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 | $39,961 | $183,519-78.2% | $155,509-74.3% | $145,922-72.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.87% | 61.17%-56.3pp | 64.67%-59.8pp | 561.29%-556.4pp |
| Employer contribution / active EE | $5,085 | $5,313-4.3% | $4,672+8.8% | $4,660+9.1% |
| Participant deferral / active EE | $3,821 | $6,462-40.9% | $5,626-32.1% | $6,688-42.9% |
| Admin fee / account holder | $729 | $19,313-96.2% | $15,912-95.4% | $13,397-94.6% |