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 | $23,520 | $148,534-84.2% | $135,903-82.7% | $139,434-83.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.05% | 79.19%-75.1pp | 68.23%-64.2pp | 372.94%-368.9pp |
| Employer contribution / active EE | $14,898 | $5,243+184.1% | $4,856+206.8% | $4,751+213.6% |
| Participant deferral / active EE | $18,465 | $8,100+128.0% | $7,758+138.0% | $6,710+175.2% |
| Admin fee / account holder | $772,008 | $12,400+6126.0% | $10,762+7073.4% | $11,403+6670.5% |