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 | $17,847 | $90,503-80.3% | $78,689-77.3% | $273,961-93.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.62% | 75.60%-74.0pp | 62.18%-60.6pp | 41.45%-39.8pp |
| Employer contribution / active EE | $9,610 | $3,176+202.6% | $2,851+237.1% | $4,869+97.4% |
| Participant deferral / active EE | $14,089 | $3,901+261.1% | $3,517+300.6% | $5,287+166.5% |
| Admin fee / account holder | $153,300 | $5,263+2812.7% | $4,510+3298.8% | $10,132+1413.0% |