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 | $20,308 | $100,773-79.8% | $88,946-77.2% | $142,382-85.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 2.82% | 70.18%-67.4pp | 57.82%-55.0pp | 217.08%-214.3pp |
| Employer contribution / active EE | $1,977 | $2,918-32.2% | $2,555-22.6% | $4,299-54.0% |
| Participant deferral / active EE | $15,917 | $5,230+204.3% | $4,581+247.4% | $6,507+144.6% |
| Admin fee / account holder | $43,066 | $9,693+344.3% | $8,261+421.3% | $12,624+241.2% |