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 | $23,232 | $175,202-86.7% | $149,673-84.5% | $139,434-83.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.65% | 166.71%-161.1pp | 134.42%-128.8pp | 372.94%-367.3pp |
| Employer contribution / active EE | $5,860 | $5,474+7.0% | $4,818+21.6% | $4,751+23.3% |
| Participant deferral / active EE | $13,943 | $6,519+113.9% | $5,680+145.5% | $6,710+107.8% |
| Admin fee / account holder | $131,185 | $16,150+712.3% | $13,210+893.1% | $11,403+1050.5% |