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 | $31,541 | $183,519-82.8% | $155,509-79.7% | $145,922-78.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.62% | 61.17%-56.5pp | 64.67%-60.0pp | 561.29%-556.7pp |
| Employer contribution / active EE | $12,564 | $5,313+136.5% | $4,672+168.9% | $4,660+169.6% |
| Participant deferral / active EE | $7,411 | $6,462+14.7% | $5,626+31.7% | $6,688+10.8% |
| Admin fee / account holder | $46,854 | $19,313+142.6% | $15,912+194.5% | $13,397+249.7% |