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 5-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 | $24,479 | $118,450-79.3% | $98,439-75.1% | $139,434-82.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 7.40% | 18.94%-11.5pp | 21.16%-13.8pp | 372.94%-365.5pp |
| Employer contribution / active EE | $11,215 | $3,609+210.7% | $3,048+267.9% | $4,751+136.1% |
| Participant deferral / active EE | $16,785 | $5,392+211.3% | $4,738+254.3% | $6,710+150.1% |
| Admin fee / account holder | $19,305 | $14,026+37.6% | $8,948+115.8% | $11,403+69.3% |