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 | $20,839 | $109,817-81.0% | $98,442-78.8% | $167,490-87.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 1.47% | 1956.69%-1955.2pp | 1492.73%-1491.3pp | 478.56%-477.1pp |
| Employer contribution / active EE | $7,375 | $3,224+128.8% | $2,960+149.2% | $4,837+52.5% |
| Participant deferral / active EE | $3,915 | $4,673-16.2% | $4,276-8.4% | $6,341-38.3% |
| Admin fee / account holder | $578 | $6,753-91.4% | $5,949-90.3% | $12,309-95.3% |