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 | $17,720 | $149,040-88.1% | $120,225-85.3% | $137,256-87.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 9.90% | 605.68%-595.8pp | 439.23%-429.3pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,385 | $4,350-68.2% | $3,475-60.1% | $4,156-66.7% |
| Participant deferral / active EE | $5,570 | $4,655+19.7% | $3,999+39.3% | $6,407-13.1% |
| Admin fee / account holder | $403 | $6,348-93.7% | $5,696-92.9% | $12,270-96.7% |