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 | $26,648 | $175,202-84.8% | $149,673-82.2% | $139,434-80.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.51% | 166.71%-156.2pp | 134.42%-123.9pp | 372.94%-362.4pp |
| Employer contribution / active EE | $7,030 | $5,474+28.4% | $4,818+45.9% | $4,751+48.0% |
| Participant deferral / active EE | $6,438 | $6,519-1.2% | $5,680+13.3% | $6,710-4.1% |
| Admin fee / account holder | $368 | $16,150-97.7% | $13,210-97.2% | $11,403-96.8% |