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 | $18,883 | $183,519-89.7% | $155,509-87.9% | $145,922-87.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.73% | 61.17%-52.4pp | 64.67%-55.9pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,448 | $5,313-53.9% | $4,672-47.6% | $4,660-47.5% |
| Participant deferral / active EE | $14,047 | $6,462+117.4% | $5,626+149.7% | $6,688+110.0% |
| Admin fee / account holder | $22,374 | $19,313+15.8% | $15,912+40.6% | $13,397+67.0% |