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 | $17,225 | $108,172-84.1% | $77,482-77.8% | $158,922-89.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -1.23% | 31.67%-32.9pp | 54.79%-56.0pp | 302.83%-304.1pp |
| Employer contribution / active EE | $6,563 | $1,325+395.4% | $986+565.4% | $4,761+37.9% |
| Participant deferral / active EE | $4,625 | $2,456+88.3% | $1,861+148.5% | $5,982-22.7% |
| Admin fee / account holder | $56,857 | $3,708+1433.5% | $2,858+1889.6% | $11,246+405.6% |