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 3-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 | $24,742 | $94,338-73.8% | $100,534-75.4% | $142,382-82.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 8.73% | 29.20%-20.5pp | 32.66%-23.9pp | 217.08%-208.4pp |
| Employer contribution / active EE | $14,071 | $4,237+232.1% | $4,346+223.7% | $4,299+227.3% |
| Participant deferral / active EE | $14,071 | $5,934+137.1% | $6,144+129.0% | $6,507+116.2% |
| Admin fee / account holder | $56,912 | $8,421+575.8% | $7,654+643.5% | $12,624+350.8% |