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 3-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 | $23,493 | $68,097-65.5% | $62,929-62.7% | $137,256-82.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 7.86% | 1859.11%-1851.3pp | 1063.93%-1056.1pp | 220.34%-212.5pp |
| Employer contribution / active EE | $2,742 | $2,811-2.5% | $2,505+9.5% | $4,156-34.0% |
| Participant deferral / active EE | $5,464 | $4,553+20.0% | $3,888+40.5% | $6,407-14.7% |
| Admin fee / account holder | $824 | $6,521-87.4% | $5,065-83.7% | $12,270-93.3% |