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 | $18,182 | $100,773-82.0% | $88,946-79.6% | $142,382-87.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.32% | 70.18%-59.9pp | 57.82%-47.5pp | 217.08%-206.8pp |
| Employer contribution / active EE | $3,158 | $2,918+8.2% | $2,555+23.6% | $4,299-26.5% |
| Participant deferral / active EE | $3,499 | $5,230-33.1% | $4,581-23.6% | $6,507-46.2% |
| Admin fee / account holder | $10,121 | $9,693+4.4% | $8,261+22.5% | $12,624-19.8% |