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 | $22,965 | $175,202-86.9% | $149,673-84.7% | $139,434-83.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 1.46% | 166.71%-165.3pp | 134.42%-133.0pp | 372.94%-371.5pp |
| Employer contribution / active EE | $7,303 | $5,474+33.4% | $4,818+51.6% | $4,751+53.7% |
| Participant deferral / active EE | $7,957 | $6,519+22.1% | $5,680+40.1% | $6,710+18.6% |
| Admin fee / account holder | $11,580 | $16,150-28.3% | $13,210-12.3% | $11,403+1.6% |