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 4-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 | $19,337 | $100,773-80.8% | $88,946-78.3% | $142,382-86.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 9.53% | 70.18%-60.6pp | 57.82%-48.3pp | 217.08%-207.5pp |
| Employer contribution / active EE | $2,385 | $2,918-18.3% | $2,555-6.7% | $4,299-44.5% |
| Participant deferral / active EE | $18,197 | $5,230+247.9% | $4,581+297.2% | $6,507+179.6% |
| Admin fee / account holder | $990 | $9,693-89.8% | $8,261-88.0% | $12,624-92.2% |