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 | $19,836 | $175,202-88.7% | $149,673-86.7% | $139,434-85.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.39% | 166.71%-158.3pp | 134.42%-126.0pp | 372.94%-364.6pp |
| Employer contribution / active EE | $4,406 | $5,474-19.5% | $4,818-8.5% | $4,751-7.3% |
| Participant deferral / active EE | $9,150 | $6,519+40.4% | $5,680+61.1% | $6,710+36.4% |
| Admin fee / account holder | $315 | $16,150-98.1% | $13,210-97.6% | $11,403-97.2% |